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Ishares Ibonds Dec 2026 Term T shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Ishares Ibonds Dec 2026 Term T

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All positions including Ishares Ibonds Dec 2026 Term T held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $115M 5.0M 22.95
2025-06-30 $121M 5.3M 22.93
2025-03-31 $105M 4.6M 22.94
2024-12-31 $1.7M 74k 22.81
2024-09-30 $1.8M 78k 23.07

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T