Kovitz Investment Group Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.78M	Buy	376,043 +20,313	+6%	+$475K	0.04%	339
2025 Q1	$8.31M	Buy	355,730 +306,588	+624%	+$7.16M	0.04%	304
2024 Q4	$1.15M	Sell	49,142 -18,254	-27%	-$426K	0.01%	690
2024 Q3	$1.58M	Buy	+67,396	New	+$1.58M	0.01%	533