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

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