Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$227K – 1075
2024
Q2 		$227K Hold
10,000
– – ﹤0.01% 776
2024
Q1 		$228K Hold
10,000
– – ﹤0.01% 613
2023
Q4 		$231K Buy
+10,000
New +$231K ﹤0.01% 387