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KMG Fiduciary Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

KMG Fiduciary Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34,086
Closed -$1.66M – 282
2025
Q3 		$1.66M Buy
34,086
+1,662
+5% +$80.8K 0.11% 155
2025
Q2 		$1.58M Buy
32,424
+23
+0.1% +$1.11K 0.12% 156
2025
Q1 		$1.57M Buy
32,401
+15
+0% +$720 0.13% 152
2024
Q4 		$1.55M Sell
32,386
-2,274
-7% -$109K 0.13% 149
2024
Q3 		$1.69M Buy
34,660
+33
+0.1% +$1.59K 0.15% 136
2024
Q2 		$1.64M Buy
34,627
+19
+0.1% +$896 0.16% 111
2024
Q1 		$1.64M Buy
34,608
+143
+0.4% +$6.78K 0.17% 110
2023
Q4 		$1.64M Sell
34,465
-594
-2% -$27.7K 0.19% 110
2023
Q3 		$1.63M Buy
35,059
+1,474
+4% +$68.6K 0.21% 110
2023
Q2 		$1.57M Buy
33,585
+2,430
+8% +$114K 0.2% 115
2023
Q1 		$1.47M Sell
31,155
-615
-2% -$28.8K 0.21% 117
2022
Q4 		$1.48M Buy
+31,770
New +$1.47M 0.24% 103

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KMG Fiduciary Partners's ISTB Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 34,086 shares — an estimated $1.66M sold.

KMG Fiduciary Partners first reported a position in ISTB in Q4 2022 and held it in 12 quarters. The position peaked at $1.69M in Q3 2024. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 34,086 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $1.66M.
  • KMG Fiduciary Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 12 quarters.
  • KMG Fiduciary Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $1.69M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.