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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 103,686 shares — an estimated $2.52M sold.

Kovitz Investment Group Partners first reported a position in IBDR in Q2 2024 and held it in 6 quarters. The position peaked at $3.7M in Q4 2024. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 103,686 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $2.52M.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.7M in Q4 2024.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

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