Kovitz Investment Group Partners
IBMN

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49,444
Closed -$1.32M – 842
2025
Q3 		$1.32M Buy
49,444
+16,627
+51% +$445K 0.01% 764
2025
Q2 		$878K Buy
32,817
+12,297
+60% +$328K ﹤0.01% 828
2025
Q1 		$549K Buy
+20,520
New +$548K ﹤0.01% 879

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return