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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Sell	61,416 -6,404	-9%	-$163K	0.01%	696
2025 Q1	$1.71M	Buy	+67,820	New	+$1.71M	0.01%	613