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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Keebeck Wealth Management's GOVT Position: Q1 2026 in Review

Keebeck Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 1,306% in Q1 2026, buying an estimated $3.02M and bringing the position to 141,240 shares worth $3.24M. The position accounts for 0.36% of the portfolio, ranked #71.

Keebeck Wealth Management first reported a position in GOVT in Q1 2022 and has held it in 11 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Keebeck Wealth Management held 141,240 shares of iShares US Treasury Bond ETF worth $3.24M as of Q1 2026.
  • Keebeck Wealth Management bought 131,197 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $3.02M.
  • iShares US Treasury Bond ETF made up 0.36% of Keebeck Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Keebeck Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.