Kovitz Investment Group Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-26,234	Closed	-$671K	–	464
2021 Q4	$671K	Buy	+26,234	New	+$671K	0.02%	312
2021 Q1	–	Sell	-26,234	Closed	-$671K	–	420
2020 Q4	$671K	Sell	26,234 -640	-2%	-$16.4K	0.02%	309
2020 Q3	$689K	Buy	+26,874	New	+$689K	0.02%	293