KMG Fiduciary Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

KMG Fiduciary Partners’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-63,237	Closed	-$1.45M	–	233
2026 Q1	$1.45M	Sell	63,237 -766	-1%	-$17.7K	0.11%	150
2025 Q4	$1.47M	Buy	64,003 +2,868	+5%	+$66.4K	0.1%	149
2025 Q3	$1.41M	Buy	61,135 +2,579	+4%	+$59.1K	0.09%	166
2025 Q2	$1.35M	Buy	58,556 +3,397	+6%	+$77.4K	0.1%	165
2025 Q1	$1.27M	Buy	55,159 +7,470	+16%	+$169K	0.11%	164
2024 Q4	$1.1M	Buy	47,689 +30,444	+177%	+$695K	0.09%	170
2024 Q3	$404K	Buy	17,245 +99	+0.6%	+$2.29K	0.03%	222
2024 Q2	$387K	Buy	17,146 +4,603	+37%	+$103K	0.04%	197
2024 Q1	$286K	Buy	12,543 +2,168	+21%	+$49.3K	0.03%	205
2023 Q4	$239K	Buy	+10,375	New	+$231K	0.03%	223
2023 Q1	–	Sell	-130,960	Closed	-$2.98M	–	232
2022 Q4	$2.98M	Buy	+130,960	New	+$2.98M	0.49%	62

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

KMG Fiduciary Partners's GOVT Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2026, closing a stake of 63,237 shares — an estimated $1.45M sold.

KMG Fiduciary Partners first reported a position in GOVT in Q4 2022 and held it in 11 quarters. The position peaked at $2.98M in Q4 2022. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

KMG Fiduciary Partners reported no remaining iShares US Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 63,237 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.45M.
KMG Fiduciary Partners first reported a position in iShares US Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
KMG Fiduciary Partners's iShares US Treasury Bond ETF position peaked at $2.98M in Q4 2022.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.