IJJ — ISHARES TR

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which KMG FIDUCIARY PARTNERS, LLC reported a position in ISHARES TR (IJJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2023 Q1)
Avg. % of fund
0.1%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,485 — 0% 0.07% $1.1M $128.93
2025 Q2 UNCHANGED 8,485 — 0% 0.08% $1.0M $122.29
2025 Q1 ADDED 8,485 +24 +0.3% 0.08% $1.0M $117.97
2024 Q4 ADDED 8,461 +146 +1.8% 0.09% $1.1M $122.67
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJJ price (monthly, adj. close)

Other funds also holding IJJ

As of 2025 Q4 — sorted by position size

Sterling Financial Planning, Inc. 3Y 6.07% Foundation Wealth Management, LLC 3Y 4.14% Broadview Financial Management, LLC 3Y 7Y 3.91% Omega Financial Group, LLC 3Y 7Y 3.85% First Citizens Financial Corp 3Y 3.31% Brightwater Advisory LLC 2.93% LTG Capital LLC 3Y 2.93% Evensky & Katz LLC 3Y 7Y 2.57% Oldfather Financial Services, LLC 3Y 2.48% Campion Asset Management 3Y 2.31%
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