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Keebeck Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Keebeck Wealth Management’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 		$4.29M Buy
188,239
+46,999
+33% +$1.07M 0.42% 60
2026
Q1 		$3.24M Buy
141,240
+131,197
+1,306% +$3.02M 0.36% 71
2025
Q4 		$231K Sell
10,043
-707
-7% -$16.4K 0.03% 340
2025
Q3 		$249K Buy
+10,750
New +$247K 0.03% 323
2025
Q2 		– Sell
-9,503
Closed -$218K – 340
2025
Q1 		$218K Buy
+9,503
New +$215K 0.03% 257
2023
Q4 		– Sell
-10,284
Closed -$227K – 272
2023
Q3 		$227K Sell
10,284
-19,727
-66% -$444K 0.04% 238
2023
Q2 		$687K Sell
30,011
-1,621
-5% -$37.6K 0.09% 152
2023
Q1 		$740K Buy
31,632
+11,068
+54% +$256K 0.12% 133
2022
Q4 		$467K Sell
20,564
-26,505
-56% -$602K 0.08% 160
2022
Q3 		$1.07M Buy
47,069
+8,537
+22% +$202K 0.21% 105
2022
Q2 		$921K Buy
38,532
+16,105
+72% +$388K 0.18% 120
2022
Q1 		$559K Buy
+22,427
New +$574K 0.09% 155

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Keebeck Wealth Management's GOVT Position: Q2 2026 in Review

Keebeck Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 33% in Q2 2026, buying an estimated $1.07M and bringing the position to 188,239 shares worth $4.29M. The position accounts for 0.42% of the portfolio, ranked #60.

Keebeck Wealth Management first reported a position in GOVT in Q1 2022 and has held it in 12 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Keebeck Wealth Management held 188,239 shares of iShares US Treasury Bond ETF worth $4.29M as of Q2 2026.
  • Keebeck Wealth Management bought 46,999 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares US Treasury Bond ETF made up 0.42% of Keebeck Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Keebeck Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.