Kovitz Investment Group Partners
IBDO

Kovitz Investment Group Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,050
Closed -$606K – 459
2021
Q4 		$606K Buy
+23,050
New +$606K 0.01% 322
2021
Q1 		– Sell
-23,050
Closed -$606K – 417
2020
Q4 		$606K Sell
23,050
-1,000
-4% -$26.3K 0.01% 320
2020
Q3 		$631K Buy
+24,050
New +$631K 0.02% 302