Kovitz Investment Group Partners
IBTH icon

Kovitz Investment Group Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.9M Buy
3,259,854
+622,407
+24% +$13.9M 1.62% 11
2026
Q1 		$59.2M Buy
2,637,447
+696,718
+36% +$15.7M 1.37% 11
2025
Q4 		$43.6M Buy
1,940,729
+807,851
+71% +$18.2M 0.97% 19
2025
Q3 		$25.5M Buy
1,132,878
+438,779
+63% +$9.85M 0.1% 186
2025
Q2 		$15.6M Buy
694,099
+48,648
+8% +$1.09M 0.07% 237
2025
Q1 		$14.5M Buy
645,451
+622,703
+2,737% +$13.9M 0.07% 213
2024
Q4 		$505K Sell
22,748
-24,008
-51% -$535K ﹤0.01% 886
2024
Q3 		$1.06M Buy
+46,756
New +$1.05M 0.01% 617

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kovitz Investment Group Partners increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 24% in Q2 2026, buying an estimated $13.9M and bringing the position to 3,259,854 shares worth $72.9M. The position accounts for 1.62% of the portfolio, ranked #11.

Kovitz Investment Group Partners first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Kovitz Investment Group Partners held 3,259,854 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $72.9M as of Q2 2026.
  • Kovitz Investment Group Partners bought 622,407 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $13.9M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 1.62% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #11 holding.
  • Kovitz Investment Group Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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