Kovitz Investment Group Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.3M	Sell	135,898 -8,182	-6%	-$198K	0.01%	519
2025 Q1	$3.49M	Sell	144,080 -9,648	-6%	-$234K	0.02%	471
2024 Q4	$3.7M	Sell	153,728 -2,893	-2%	-$69.6K	0.02%	461
2024 Q3	$3.47M	Buy	156,621 +145,879	+1,358%	+$3.23M	0.02%	400
2024 Q2	$256K	Buy	+10,742	New	+$256K	﹤0.01%	757