Kovitz Investment Group Partners
IBDP

Kovitz Investment Group Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-78,200
Closed -$1.38M – 1251
2024
Q3 		$1.38M Buy
78,200
+54,584
+231% +$966K 0.01% 553
2024
Q2 		$593K Buy
+23,616
New +$593K 0.01% 624