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

Kovitz Investment Group Partners’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-103,686
Closed -$2.52M – 839
2025
Q3 		$2.52M Sell
103,686
-32,212
-24% -$780K 0.01% 596
2025
Q2 		$3.3M Sell
135,898
-8,182
-6% -$198K 0.01% 520
2025
Q1 		$3.49M Sell
144,080
-9,648
-6% -$233K 0.02% 472
2024
Q4 		$3.7M Sell
153,728
-2,893
-2% -$69.7K 0.02% 462
2024
Q3 		$3.47M Buy
156,621
+145,879
+1,358% +$3.51M 0.02% 402
2024
Q2 		$256K Buy
+10,742
New +$255K ﹤0.01% 759

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