Kovitz Investment Group Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,603,899	Closed	-$37.1M	–	802
2025 Q3	$37.1M	Sell	1,603,899 -22,933	-1%	-$526K	0.14%	135
2025 Q2	$37.4M	Sell	1,626,832 -7,977	-0.5%	-$182K	0.16%	122
2025 Q1	$37.6M	Buy	1,634,809 +71,982	+5%	+$1.63M	0.19%	111
2024 Q4	$35.9M	Buy	1,562,827 +88,756	+6%	+$2.02M	0.18%	113
2024 Q3	$34.4M	Buy	+1,474,071	New	+$34.1M	0.24%	80

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kovitz Investment Group Partners's GOVT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q4 2025, closing a stake of 1,603,899 shares — an estimated $37.1M sold.

Kovitz Investment Group Partners first reported a position in GOVT in Q3 2024 and held it in 5 quarters. The position peaked at $37.6M in Q1 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares US Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,603,899 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $37.1M.
Kovitz Investment Group Partners first reported a position in iShares US Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares US Treasury Bond ETF position peaked at $37.6M in Q1 2025.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.