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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-26,234	Closed	-$671K	–	476
2021 Q4	$671K	Buy	+26,234	New	+$661K	0.02%	319
2021 Q1	–	Sell	-26,234	Closed	-$671K	–	442
2020 Q4	$671K	Sell	26,234 -640	-2%	-$16.4K	0.02%	314
2020 Q3	$689K	Buy	+26,874	New	+$689K	0.02%	296

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 26,234 shares — an estimated $671K sold.

Kovitz Investment Group Partners first reported a position in IBDN in Q3 2020 and held it in 3 quarters. The position peaked at $689K in Q3 2020. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Kovitz Investment Group Partners sold 26,234 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $671K.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 3 quarters.
Kovitz Investment Group Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $689K in Q3 2020.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

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