Kovitz Investment Group Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $293K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $223K | Buy |
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