Kovitz Investment Group Partners
IBDM

Kovitz Investment Group Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-31,900
Closed -$795K – 465
2021
Q4 		$795K Buy
+31,900
New +$795K 0.02% 302
2021
Q1 		– Sell
-31,900
Closed -$795K – 421
2020
Q4 		$795K Sell
31,900
-250
-0.8% -$6.23K 0.02% 297
2020
Q3 		$805K Buy
+32,150
New +$805K 0.02% 273