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Keel Point’s iShares US Treasury Bond ETF GOVT Stock Holding History

Keel Point’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 		$1.78M Buy
78,171
+4,540
+6% +$103K 0.11% 119
2026
Q1 		$1.69M Sell
73,631
-72,782
-50% -$1.68M 0.11% 117
2025
Q4 		$3.37M Sell
146,413
-40,102
-22% -$928K 0.2% 77
2025
Q3 		$4.31M Sell
186,515
-47,061
-20% -$1.08M 0.27% 65
2025
Q2 		$5.37M Buy
233,576
+72,096
+45% +$1.64M 0.35% 44
2025
Q1 		$3.71M Buy
161,480
+82,350
+104% +$1.87M 0.29% 70
2024
Q4 		$1.82M Sell
79,130
-4,990
-6% -$114K 0.15% 102
2024
Q3 		$1.97M Sell
84,120
-1,924
-2% -$44.5K 0.16% 95
2024
Q2 		$2M Sell
86,044
-18,906
-18% -$424K 0.18% 96
2024
Q1 		$2.39M Buy
104,950
+10,079
+11% +$229K 0.25% 71
2023
Q4 		$2.19M Buy
94,871
+27,219
+40% +$606K 0.26% 74
2023
Q3 		$1.49M Sell
67,652
-6,132
-8% -$138K 0.2% 83
2023
Q2 		$1.69M Sell
73,784
-2,018
-3% -$46.8K 0.23% 79
2023
Q1 		$1.77M Sell
75,802
-3,235
-4% -$74.7K 0.26% 75
2022
Q4 		$1.8M Buy
+79,037
New +$1.8M 0.28% 74
2021
Q3 		– Sell
-56,561
Closed -$1.5M – 278
2021
Q2 		$1.5M Sell
56,561
-5,717
-9% -$151K 0.17% 94
2021
Q1 		$1.63M Sell
62,278
-2,943
-5% -$78.6K 0.16% 101
2020
Q4 		$1.78M Buy
65,221
+306
+0.5% +$8.44K 0.16% 95
2020
Q3 		$1.81M Buy
64,915
+53,846
+486% +$1.51M 0.16% 86
2020
Q2 		$310K Sell
11,069
-4,024
-27% -$113K 0.03% 158
2020
Q1 		$423K Buy
+15,093
New +$405K 0.05% 122

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

Keel Point's GOVT Position: Q2 2026 in Review

Keel Point increased its iShares US Treasury Bond ETF (GOVT) stake by 6.2% in Q2 2026, buying an estimated $103K and bringing the position to 78,171 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #119.

Keel Point first reported a position in GOVT in Q1 2020 and has held it in 21 quarters since. The position peaked at $5.37M in Q2 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Keel Point held 78,171 shares of iShares US Treasury Bond ETF worth $1.78M as of Q2 2026.
  • Keel Point bought 4,540 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $103K.
  • iShares US Treasury Bond ETF made up 0.11% of Keel Point's portfolio in Q2 2026, its #119 holding.
  • Keel Point first reported a position in iShares US Treasury Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Keel Point's iShares US Treasury Bond ETF position peaked at $5.37M in Q2 2025.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.