ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 646,897 Value ($000) $61,598 Avg Close Range
Q3 2025
Shares 644,563 Value ($000) $61,330 Avg Close Range
Q2 2025
Shares 703,159 Value ($000) $66,020 Avg Close Range
Q1 2025
Shares 766,393 Value ($000) $71,872 Avg Close Range
Q4 2024
Shares 798,933 Value ($000) $73,303 Avg Close Range
Q3 2024
Shares 816,968 Value ($000) $78,289 Avg Close Range
Q2 2024
Shares 820,205 Value ($000) $75,362 Avg Close Range
Q1 2024
Shares 4,493 Value ($000) $415 Avg Close Range
Q4 2023
Shares 3,637 Value ($000) $342 Avg Close Range
Q3 2023
Shares 4,750 Value ($000) $422 Avg Close Range
Q2 2023
Shares 4,845 Value ($000) $452 Avg Close Range
Q1 2023
Shares 5,033 Value ($000) $0 Avg Close Range
Q4 2022
Shares 3,480 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,460 Value ($000) $317 Avg Close Range
Q2 2022
Shares 3,691 Value ($000) $360 Avg Close Range
Q1 2022
Shares 4,461 Value ($000) $454 Avg Close Range
Q4 2021
Shares 32,650 Value ($000) $3,596 Avg Close Range
Q3 2021
Shares 11,485 Value ($000) $1,242 Avg Close Range
Q2 2021
Shares 12,185 Value ($000) $1,319 Avg Close Range
Q1 2021
Shares 28,700 Value ($000) $3,112 Avg Close Range
Q4 2020
Shares 32,300 Value ($000) $3,557 Avg Close Range
Q3 2020
Shares 33,950 Value ($000) $3,748 Avg Close Range
Q2 2020
Shares 32,940 Value ($000) $3,646 Avg Close Range
Q1 2020
Shares 6,110 Value ($000) $675 Avg Close Range