Kovitz Investment Group Partners
IBDQ

Kovitz Investment Group Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,623
Closed -$242K – 838
2025
Q3 		$242K Hold
9,623
– – ﹤0.01% 1279
2025
Q2 		$242K Hold
9,623
– – ﹤0.01% 1214
2025
Q1 		$242K Hold
9,623
– – ﹤0.01% 1115
2024
Q4 		$241K Buy
+9,623
New +$241K ﹤0.01% 1110
2024
Q3 		– Sell
-10,880
Closed -$270K – 1076
2024
Q2 		$270K Hold
10,880
– – ﹤0.01% 751
2024
Q1 		$270K Hold
10,880
– – ﹤0.01% 598
2023
Q4 		$269K Hold
10,880
– – ﹤0.01% 371
2023
Q3 		$265K Hold
10,880
– – ﹤0.01% 362
2023
Q2 		$265K Sell
10,880
-1,052
-9% -$25.8K ﹤0.01% 377
2023
Q1 		$293K Hold
11,932
– – 0.01% 375
2022
Q4 		$290K Hold
11,932
– – 0.01% 360
2022
Q3 		$288K Buy
11,932
+1,052
+10% +$26K 0.01% 361
2022
Q2 		$269K Hold
10,880
– – 0.01% 373
2022
Q1 		$275K Buy
10,880
+2,270
+26% +$58.6K 0.01% 383
2021
Q4 		$236K Hold
8,610
– – 0.01% 389
2021
Q3 		$231K Hold
8,610
– – ﹤0.01% 407
2021
Q2 		$232K Hold
8,610
– – ﹤0.01% 403
2021
Q1 		$231K Hold
8,610
– – 0.01% 387
2020
Q4 		$236K Hold
8,610
– – 0.01% 393
2020
Q3 		$234K Buy
8,610
+330
+4% +$8.96K 0.01% 376
2020
Q2 		$223K Buy
+8,280
New +$217K 0.01% 361

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kovitz Investment Group Partners's IBDQ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 9,623 shares — an estimated $242K sold.

Kovitz Investment Group Partners first reported a position in IBDQ in Q2 2020 and held it in 21 quarters. The position peaked at $293K in Q1 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,623 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $242K.
  • Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 21 quarters.
  • Kovitz Investment Group Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $293K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.