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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-31,900
Closed -$795K – 477
2021
Q4 		$795K Buy
+31,900
New +$789K 0.02% 307
2021
Q1 		– Sell
-31,900
Closed -$795K – 443
2020
Q4 		$795K Sell
31,900
-250
-0.8% -$6.24K 0.02% 300
2020
Q3 		$805K Buy
+32,150
New +$807K 0.02% 276

Kovitz Investment Group Partners's IBDM Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2022, closing a stake of 31,900 shares — an estimated $795K sold.

Kovitz Investment Group Partners first reported a position in IBDM in Q3 2020 and held it in 3 quarters. The position peaked at $805K in Q3 2020. 0 funds tracked by Wall St. Rank hold IBDM as of Q1 2022.

  • Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 31,900 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2022, an estimated $795K.
  • Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $805K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.