Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Kovitz Investment Group Partners’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.41M Sell
95,449
-3,912
-4% -$181K 0.02% 467
2025
Q1 		$4.58M Buy
99,361
+200
+0.2% +$9.22K 0.02% 419
2024
Q4 		$4.48M Sell
99,161
-512
-0.5% -$23.1K 0.02% 417
2024
Q3 		$4.7M Buy
+99,673
New +$4.7M 0.03% 349