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

Kovitz Investment Group Partners’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9M Buy
588,685
+5,756
+1% +$302K 0.68% 33
2026
Q1 		$30.6M Buy
582,929
+301,365
+107% +$15.9M 0.71% 32
2025
Q4 		$14.9M Sell
281,564
-1,508,430
-84% -$79.9M 0.33% 71
2025
Q3 		$94.9M Sell
1,789,994
-3,902
-0.2% -$206K 0.37% 63
2025
Q2 		$94.6M Sell
1,793,896
-48,153
-3% -$2.52M 0.4% 66
2025
Q1 		$96.5M Sell
1,842,049
-22,323
-1% -$1.16M 0.48% 57
2024
Q4 		$96.4M Sell
1,864,372
-44,469
-2% -$2.31M 0.47% 58
2024
Q3 		$101M Buy
1,908,841
+806,503
+73% +$42M 0.71% 36
2024
Q2 		$56.5M Buy
1,102,338
+942,002
+588% +$48.1M 0.48% 48
2024
Q1 		$8.22M Buy
160,336
+148,001
+1,200% +$7.57M 0.1% 144
2023
Q4 		$632K Buy
12,335
+343
+3% +$17.2K 0.01% 311
2023
Q3 		$598K Sell
11,992
-288
-2% -$14.4K 0.01% 316
2023
Q2 		$616K Buy
12,280
+469
+4% +$23.6K 0.01% 328
2023
Q1 		$597K Buy
11,811
+2,901
+33% +$146K 0.01% 331
2022
Q4 		$444K Sell
8,910
-2,245
-20% -$111K 0.01% 341
2022
Q3 		$550K Buy
11,155
+602
+6% +$30.4K 0.01% 318
2022
Q2 		$533K Buy
10,553
+1,330
+14% +$67.7K 0.01% 332
2022
Q1 		$477K Sell
9,223
-17,402
-65% -$917K 0.01% 347
2021
Q4 		$1.47M Buy
26,625
+15,915
+149% +$862K 0.03% 232
2021
Q3 		$585K Sell
10,710
-1,790
-14% -$98K 0.01% 344
2021
Q2 		$685K Sell
12,500
-15,085
-55% -$826K 0.01% 340
2021
Q1 		$1.51M Buy
27,585
+960
+4% +$52.7K 0.04% 237
2020
Q4 		$1.47M Sell
26,625
-2,057
-7% -$113K 0.04% 226
2020
Q3 		$1.57M Buy
+28,682
New +$1.58M 0.04% 212

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's IGSB Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.99% in Q2 2026, buying an estimated $302K and bringing the position to 588,685 shares worth $30.9M. The position accounts for 0.68% of the portfolio, ranked #33.

Kovitz Investment Group Partners first reported a position in IGSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $101M in Q3 2024. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kovitz Investment Group Partners held 588,685 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $30.9M as of Q2 2026.
  • Kovitz Investment Group Partners bought 5,756 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $302K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.68% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #33 holding.
  • Kovitz Investment Group Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $101M in Q3 2024.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.