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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.2M	Sell	3,459,551 -1,089,340	-24%	-$24.9M	1.75%	9
2026 Q1	$104M	Sell	4,548,891 -166,007	-4%	-$3.8M	2.42%	6
2025 Q4	$108M	Sell	4,714,898 -278,309	-6%	-$6.37M	2.39%	7
2025 Q3	$115M	Sell	4,993,207 -267,250	-5%	-$6.12M	0.45%	55
2025 Q2	$121M	Buy	5,260,457 +678,869	+15%	+$15.5M	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%	-$75.1K	0.01%	605
2024 Q3	$1.79M	Buy	+77,455	New	+$1.77M	0.01%	506

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Kovitz Investment Group Partners reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 24% in Q2 2026, selling an estimated $24.9M and leaving 3,459,551 shares worth $79.2M. The position accounts for 1.75% of the portfolio, ranked #9.

Kovitz Investment Group Partners first reported a position in IBTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $121M in Q2 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Kovitz Investment Group Partners held 3,459,551 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $79.2M as of Q2 2026.
Kovitz Investment Group Partners sold 1,089,340 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $24.9M.
iShares iBonds Dec 2026 Term Treasury ETF made up 1.75% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #9 holding.
Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $121M in Q2 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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