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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.4M Sell
1,626,832
-7,977
-0.5% -$183K 0.16% 122
2025
Q1
$37.6M Buy
1,634,809
+71,982
+5% +$1.65M 0.19% 111
2024
Q4
$35.9M Buy
1,562,827
+88,756
+6% +$2.04M 0.18% 113
2024
Q3
$34.4M Buy
+1,474,071
New +$34.4M 0.24% 80