Kovitz Investment Group Partners

Kovitz Investment Group Partners’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Kovitz Investment Group Partners’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-466,941	Closed	-$5.34M	–	674
2025 Q3	$5.34M	Sell	466,941 -4,503	-1%	-$50.8K	0.02%	458
2025 Q2	$5.28M	Sell	471,444 -22,126	-4%	-$247K	0.02%	443
2025 Q1	$5.53M	Sell	493,570 -1,846	-0.4%	-$20.8K	0.03%	389
2024 Q4	$5.56M	Sell	495,416 -20,892	-4%	-$235K	0.03%	379
2024 Q3	$5.82M	Buy	+516,308	New	+$5.78M	0.04%	324

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