Kovitz Investment Group Partners
JBBB icon

Kovitz Investment Group Partners’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Kovitz Investment Group Partners’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,120
Closed -$584K – 905
2025
Q3 		$584K Sell
12,120
-1,789
-13% -$86.4K ﹤0.01% 985
2025
Q2 		$671K Buy
13,909
+5,182
+59% +$249K ﹤0.01% 891
2025
Q1 		$425K Sell
8,727
-1,310
-13% -$64.3K ﹤0.01% 950
2024
Q4 		$493K Buy
+10,037
New +$494K ﹤0.01% 895
2024
Q3 		– Sell
-10,792
Closed -$531K – 1081
2024
Q2 		$531K Buy
+10,792
New +$528K ﹤0.01% 645

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