Kovitz Investment Group Partners’s iShares International Treasury Bond ETF IGOV Stock Holding History

Kovitz Investment Group Partners’s Portfolio IGOV Stock Details IGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.52M	Sell	134,340 -134,497	-50%	-$5.64M	0.13%	128
2025 Q4	$11.2M	Sell	268,837 -167,756	-38%	-$7.07M	0.25%	88
2025 Q3	$18.6M	Sell	436,593 -87,568	-17%	-$3.71M	0.07%	225
2025 Q2	$22.6M	Buy	524,161 +397,329	+313%	+$16.5M	0.1%	182
2025 Q1	$5M	Buy	+126,832	New	+$4.93M	0.03%	410

Other funds holding IGOV

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners's IGOV Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares International Treasury Bond ETF (IGOV) stake by 50% in Q1 2026, selling an estimated $5.64M and leaving 134,340 shares worth $5.52M. The position accounts for 0.13% of the portfolio, ranked #128.

Kovitz Investment Group Partners first reported a position in IGOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.6M in Q2 2025. 145 funds tracked by Wall St. Rank hold IGOV as of Q1 2026.

Kovitz Investment Group Partners held 134,340 shares of iShares International Treasury Bond ETF worth $5.52M as of Q1 2026.
Kovitz Investment Group Partners sold 134,497 iShares International Treasury Bond ETF shares in Q1 2026, an estimated $5.64M.
iShares International Treasury Bond ETF made up 0.13% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #128 holding.
Kovitz Investment Group Partners first reported a position in iShares International Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
Kovitz Investment Group Partners's iShares International Treasury Bond ETF position peaked at $22.6M in Q2 2025.
145 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.