Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Kovitz Investment Group Partners’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-265,085
Closed -$6.44M – 1079
2024
Q2 		$6.44M Buy
+265,085
New +$6.49M 0.06% 247

Other funds holding IGBH

YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Kovitz Investment Group Partners's IGBH Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2024, closing a stake of 265,085 shares — an estimated $6.44M sold.

Kovitz Investment Group Partners first reported a position in IGBH in Q2 2024 and held it in 1 quarter. The position peaked at $6.44M in Q2 2024. 36 funds tracked by Wall St. Rank hold IGBH as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 265,085 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $6.44M.
  • Kovitz Investment Group Partners first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $6.44M in Q2 2024.
  • 36 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.