Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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% +$14M 0.07% 213
2024
Q4 		$505K Sell
22,748
-24,008
-51% -$533K ﹤0.01% 881
2024
Q3 		$1.06M Buy
+46,756
New +$1.06M 0.01% 615