Kovitz Investment Group Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-71,627	Closed	-$3.37M	–	1369
2025 Q1	$3.37M	Sell	71,627 -419	-0.6%	-$19.7K	0.02%	477
2024 Q4	$3.4M	Buy	+72,046	New	+$3.4M	0.02%	477