Kovitz Investment Group Partners’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,608	Closed	-$309K	–	453
2023 Q1	$309K	Hold	11,608	–	–	0.01%	368
2022 Q4	$308K	Hold	11,608	–	–	0.01%	356
2022 Q3	$307K	Hold	11,608	–	–	0.01%	354
2022 Q2	$307K	Hold	11,608	–	–	0.01%	366
2022 Q1	$308K	Buy	11,608 +3,738	+47%	+$99.6K	0.01%	377
2021 Q4	$215K	Hold	7,870	–	–	0.01%	395
2021 Q3	$212K	Hold	7,870	–	–	﹤0.01%	416
2021 Q2	$213K	Hold	7,870	–	–	﹤0.01%	407
2021 Q1	$214K	Hold	7,870	–	–	0.01%	394
2020 Q4	$215K	Hold	7,870	–	–	0.01%	399
2020 Q3	$215K	Buy	7,870 +330	+4%	+$9.04K	0.01%	383
2020 Q2	$206K	Buy	+7,540	New	+$204K	0.01%	369

Kovitz Investment Group Partners's IBDD Position: Q2 2023 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2023, closing a stake of 11,608 shares — an estimated $309K sold.

Kovitz Investment Group Partners first reported a position in IBDD in Q2 2020 and held it in 12 quarters. The position peaked at $309K in Q1 2023. 0 funds tracked by Wall St. Rank hold IBDD as of Q2 2023.

Kovitz Investment Group Partners reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Kovitz Investment Group Partners sold 11,608 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2023, an estimated $309K.
Kovitz Investment Group Partners first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2020 and held it in 12 quarters.
Kovitz Investment Group Partners's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $309K in Q1 2023.
0 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2023, filed 8 Aug 2023.