ISTB — ISHARES TR

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which KMG FIDUCIARY PARTNERS, LLC reported a position in ISHARES TR (ISTB). 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
0.24% (2022 Q4)
Avg. % of fund
0.17%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 34,086 +1,662 +5.1% 0.11% $1.7M $47.83
2025 Q2 ADDED 32,424 +23 +0.1% 0.12% $1.6M $47.15
2025 Q1 ADDED 32,401 +15 +0.0% 0.13% $1.6M $46.38
2024 Q4 REDUCED 32,386 -2,274 -6.6% 0.13% $1.5M $45.52
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% Boyd Wealth Management, LLC 3Y 5.6% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14%
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