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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,000	Closed	-$227K	–	1078
2024 Q2	$227K	Hold	10,000	–	–	﹤0.01%	778
2024 Q1	$228K	Hold	10,000	–	–	﹤0.01%	618
2023 Q4	$231K	Buy	+10,000	New	+$222K	﹤0.01%	388

Other funds holding IBDU

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAI

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

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

ACA

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

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

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

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2024, closing a stake of 10,000 shares — an estimated $227K sold.

Kovitz Investment Group Partners first reported a position in IBDU in Q4 2023 and held it in 3 quarters. The position peaked at $231K in Q4 2023. 225 funds tracked by Wall St. Rank hold IBDU as of Q3 2024.

Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,000 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2024, an estimated $227K.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
Kovitz Investment Group Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $231K in Q4 2023.
225 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2024.

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