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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,087	Closed	-$239K	–	1077
2024 Q2	$239K	Hold	10,087	–	–	﹤0.01%	769
2024 Q1	$240K	Hold	10,087	–	–	﹤0.01%	609
2023 Q4	$241K	Buy	+10,087	New	+$235K	﹤0.01%	385

Other funds holding IBDS

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's IBDS Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2024, closing a stake of 10,087 shares — an estimated $239K sold.

Kovitz Investment Group Partners first reported a position in IBDS in Q4 2023 and held it in 3 quarters. The position peaked at $241K in Q4 2023. 312 funds tracked by Wall St. Rank hold IBDS as of Q3 2024.

Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,087 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2024, an estimated $239K.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
Kovitz Investment Group Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $241K in Q4 2023.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.