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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-78,200
Closed -$1.38M – 1263
2024
Q3 		$1.38M Buy
78,200
+54,584
+231% +$1.37M 0.01% 555
2024
Q2 		$593K Buy
+23,616
New +$592K 0.01% 626

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kovitz Investment Group Partners's IBDP Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 78,200 shares — an estimated $1.38M sold.

Kovitz Investment Group Partners first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $1.38M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 78,200 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.38M.
  • Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.38M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.