Kovitz Investment Group Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.1M Buy
977,413
+106,418
+12% +$5.67M 0.22% 99
2025
Q1
$45.7M Sell
870,995
-228,234
-21% -$12M 0.23% 99
2024
Q4
$56.7M Buy
1,099,229
+62,902
+6% +$3.24M 0.28% 82
2024
Q3
$55.7M Buy
1,036,327
+441,472
+74% +$23.7M 0.4% 60
2024
Q2
$30.5M Buy
+594,855
New +$30.5M 0.26% 67