Kovitz Investment Group Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23,492	Closed	-$2.51M	–	1220
2025 Q3	$2.51M	Sell	23,492 -1,634	-7%	-$174K	0.01%	597
2025 Q2	$2.67M	Buy	25,126 +2,487	+11%	+$263K	0.01%	569
2025 Q1	$2.39M	Sell	22,639 -6,034	-21%	-$638K	0.01%	546
2024 Q4	$3.02M	Sell	28,673 -2,744	-9%	-$290K	0.01%	498
2024 Q3	$3.33M	Buy	+31,417	New	+$3.31M	0.02%	410
2022 Q2	–	Sell	-2,563	Closed	-$268K	–	426
2022 Q1	$268K	Sell	2,563 -7,997	-76%	-$846K	0.01%	386
2021 Q4	$1.14M	Buy	10,560 +1,490	+16%	+$160K	0.03%	262
2021 Q3	$976K	Sell	9,070 -250	-3%	-$27K	0.02%	302
2021 Q2	$1M	Sell	9,320 -850	-8%	-$91.6K	0.02%	301
2021 Q1	$1.1M	Buy	10,170 +135	+1%	+$14.6K	0.03%	275
2020 Q4	$1.08M	Sell	10,035 -16,760	-63%	-$1.81M	0.03%	261
2020 Q3	$2.9M	Buy	26,795 +10,025	+60%	+$1.08M	0.08%	160
2020 Q2	$1.81M	Buy	+16,770	New	+$1.8M	0.06%	194