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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.65M Sell
2025
Q4
$2.68M Buy
2025
Q3
$2.68M Buy
2025
Q2
$1.77M Buy
2025
Q1
$1.1M Buy