Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,087
Closed -$239K – 1074
2024
Q2 		$239K Hold
10,087
– – ﹤0.01% 767
2024
Q1 		$240K Hold
10,087
– – ﹤0.01% 604
2023
Q4 		$241K Buy
+10,087
New +$241K ﹤0.01% 384