Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-62,116
Closed -$1.59M – 840
2025
Q3 		$1.59M Buy
62,116
+700
+1% +$17.8K 0.01% 723
2025
Q2 		$1.56M Sell
61,416
-6,404
-9% -$161K 0.01% 697
2025
Q1 		$1.71M Buy
+67,820
New +$1.7M 0.01% 614

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 62,116 shares — an estimated $1.59M sold.

Kovitz Investment Group Partners first reported a position in IBDT in Q1 2025 and held it in 3 quarters. The position peaked at $1.71M in Q1 2025. 413 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 62,116 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $1.59M.
  • Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.71M in Q1 2025.
  • 413 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

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