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

Kovitz Investment Group Partners’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.73M	Buy	107,271 +3,021	+3%	+$76.7K	0.06%	188
2026 Q1	$2.65M	Sell	104,250 -1,270	-1%	-$32.3K	0.06%	194
2025 Q4	$2.68M	Buy	105,520 +442	+0.4%	+$11.2K	0.06%	198
2025 Q3	$2.68M	Buy	105,078 +35,219	+50%	+$896K	0.01%	580
2025 Q2	$1.77M	Buy	69,859 +26,268	+60%	+$662K	0.01%	660
2025 Q1	$1.1M	Buy	+43,591	New	+$1.1M	0.01%	715

Other funds holding IBMP

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group Partners's IBMP Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.9% in Q2 2026, buying an estimated $76.7K and bringing the position to 107,271 shares worth $2.73M. The position accounts for 0.06% of the portfolio, ranked #188.

Kovitz Investment Group Partners first reported a position in IBMP in Q1 2025 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Kovitz Investment Group Partners held 107,271 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.73M as of Q2 2026.
Kovitz Investment Group Partners bought 3,021 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $76.7K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #188 holding.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.