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
Q3 		– Sell
-4,176
Closed -$203K – 1446
2025
Q2 		$203K Sell
4,176
-2,584
-38% -$125K ﹤0.01% 1278
2025
Q1 		$327K Sell
6,760
-398
-6% -$19.1K ﹤0.01% 1026
2024
Q4 		$342K Sell
7,158
-1,923
-21% -$92.3K ﹤0.01% 1006
2024
Q3 		$442K Sell
9,081
-15,523
-63% -$747K ﹤0.01% 775
2024
Q2 		$1.17M Sell
24,604
-36,187
-60% -$1.71M 0.01% 507
2024
Q1 		$2.88M Sell
60,791
-36,076
-37% -$1.71M 0.04% 261
2023
Q4 		$4.61M Sell
96,867
-100,942
-51% -$4.71M 0.08% 163
2023
Q3 		$9.17M Sell
197,809
-196,390
-50% -$9.14M 0.16% 70
2023
Q2 		$18.4M Sell
394,199
-335,173
-46% -$15.7M 0.27% 46
2023
Q1 		$34.4M Buy
+729,372
New +$34.1M 0.6% 39

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Raymond James Financial
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TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Kovitz Investment Group Partners's ISTB Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2025, closing a stake of 4,176 shares — an estimated $203K sold.

Kovitz Investment Group Partners first reported a position in ISTB in Q1 2023 and held it in 10 quarters. The position peaked at $34.4M in Q1 2023. 380 funds tracked by Wall St. Rank hold ISTB as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,176 iShares Core 1-5 Year USD Bond ETF shares in Q3 2025, an estimated $203K.
  • Kovitz Investment Group Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 10 quarters.
  • Kovitz Investment Group Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $34.4M in Q1 2023.
  • 380 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.