Kovitz Investment Group Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.72M	Sell	34,298 -210,700	-86%	-$10.6M	0.01%	671
2025 Q1	$12.3M	Sell	244,998 -156,326	-39%	-$7.85M	0.06%	229
2024 Q4	$19.9M	Buy	401,324 +30,302	+8%	+$1.5M	0.1%	171
2024 Q3	$19.9M	Buy	371,022 +198,484	+115%	+$10.7M	0.14%	136
2024 Q2	$8.65M	Buy	+172,538	New	+$8.65M	0.07%	197