Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Kovitz Investment Group Partners’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$395K Hold
2025
Q2 		$395K Hold
2025
Q1 		$395K Hold
2024
Q4 		$393K Hold
2024
Q3 		$395K Hold
2024
Q2 		$394K Buy
2020
Q4 		– Sell
2020
Q3 		$1.04M Buy