Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kovitz Investment Group Partners’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$137M Buy
2025
Q1 		$90.6M Buy
2024
Q4 		$45.3M Buy
2024
Q3 		$21.2M Buy
2024
Q2 		$14M Sell
2024
Q1 		$15.2M Buy