Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$878K Buy
32,817
+12,297
+60% +$329K ﹤0.01% 827
2025
Q1 		$549K Buy
+20,520
New +$549K ﹤0.01% 874