Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kovitz Investment Group Partners’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$122M Sell
2025
Q2 		$123M Sell
2025
Q1 		$131M Buy
2024
Q4 		$121M Buy
2024
Q3 		$112M Buy
2024
Q2 		$15.2M Buy
2024
Q1 		$2.09M Buy