Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kovitz Investment Group Partners’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$254K Sell
10,106
-269
-3% -$6.77K ﹤0.01% 1190
2025
Q1 		$259K Sell
10,375
-33
-0.3% -$825 ﹤0.01% 1090
2024
Q4 		$257K Sell
10,408
-1,628
-14% -$40.2K ﹤0.01% 1083
2024
Q3 		$303K Buy
+12,036
New +$303K ﹤0.01% 867