Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$121M Buy
5,260,457
+678,869
+15% +$15.6M 0.52% 47
2025
Q1 		$105M Buy
4,581,588
+4,507,421
+6,077% +$103M 0.53% 50
2024
Q4 		$1.69M Sell
74,167
-3,288
-4% -$75K 0.01% 604
2024
Q3 		$1.79M Buy
+77,455
New +$1.79M 0.01% 504