Kovitz Investment Group Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Buy	69,859 +26,268	+60%	+$666K	0.01%	659
2025 Q1	$1.1M	Buy	+43,591	New	+$1.1M	0.01%	712