Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kovitz Investment Group Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$203K Sell
2025
Q1 		$327K Sell
2024
Q4 		$342K Sell
2024
Q3 		$442K Sell
2024
Q2 		$1.17M Sell
2024
Q1 		$2.88M Sell
2023
Q4 		$4.61M Sell
2023
Q3 		$9.17M Sell
2023
Q2 		$18.4M Sell
2023
Q1 		$34.4M Buy