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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-356,776	Closed	-$8.34M	–	843
2025 Q3	$8.34M	Sell	356,776 -19,267	-5%	-$450K	0.03%	359
2025 Q2	$8.78M	Buy	376,043 +20,313	+6%	+$474K	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%	692
2024 Q3	$1.58M	Buy	+67,396	New	+$1.57M	0.01%	535

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Kovitz Investment Group Partners's IBTF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 356,776 shares — an estimated $8.34M sold.

Kovitz Investment Group Partners first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $8.78M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 356,776 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $8.34M.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $8.78M in Q2 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.