Kovitz Investment Group Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94.9M Sell
2025
Q2
$94.6M Sell
2025
Q1
$96.5M Sell
2024
Q4
$96.4M Sell
2024
Q3
$101M Buy
2024
Q2
$56.5M Buy
2024
Q1
$8.22M Buy
2023
Q4
$632K Buy
2023
Q3
$598K Sell
2023
Q2
$616K Buy
2023
Q1
$597K Buy
2022
Q4
$444K Sell
2022
Q3
$550K Buy
2022
Q2
$533K Buy
2022
Q1
$477K Sell
2021
Q4
$1.47M Buy
2021
Q3
$585K Sell
2021
Q2
$685K Sell
2021
Q1
$1.51M Buy
2020
Q4
$1.47M Sell
2020
Q3
$1.57M Buy