Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Buy
69,052
+25,928
+60% +$664K 0.01% 660
2025
Q1 		$1.1M Buy
+43,124
New +$1.1M 0.01% 711