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Kelly Financial Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kelly Financial Services’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 		$14.7M Buy
646,386
+55,214
+9% +$1.26M 3.15% 7
2026
Q1 		$13.5M Buy
+591,172
New +$13.6M 3.26% 8
2024
Q3 		– Sell
-4,306
Closed -$97.2K – 338
2024
Q2 		$97.2K Sell
4,306
-11
-0.3% -$247 0.03% 157
2024
Q1 		$98.3K Sell
4,317
-133
-3% -$3.02K 0.04% 153
2023
Q4 		$103K Sell
4,450
-9,500
-68% -$211K 0.04% 136
2023
Q3 		$307K Sell
13,950
-17,572
-56% -$396K 0.14% 76
2023
Q2 		$722K Buy
31,522
+107
+0.3% +$2.48K 0.34% 41
2023
Q1 		$734K Sell
31,415
-26,482
-46% -$612K 0.37% 33
2022
Q4 		$1.32M Sell
57,897
-60,642
-51% -$1.38M 0.69% 24
2022
Q3 		$2.7M Buy
118,539
+13,774
+13% +$326K 1.58% 10
2022
Q2 		$2.5M Sell
104,765
-33,774
-24% -$813K 1.31% 14
2022
Q1 		$3.45M Buy
138,539
+94,744
+216% +$2.43M 1.56% 14
2021
Q4 		$1.17M Buy
43,795
+4,878
+13% +$129K 0.54% 21
2021
Q3 		$1.03M Sell
38,917
-1,079,133
-97% -$28.9M 0.58% 16
2021
Q2 		$42M Buy
1,118,050
+1,076,864
+2,615% +$28.4M 1.63% 7
2021
Q1 		$1.08M Buy
41,186
+26,590
+182% +$710K 0.67% 14
2020
Q4 		$398K Buy
14,596
+8,772
+151% +$242K 0.27% 20
2020
Q3 		$163K Sell
5,824
-183,917
-97% -$5.16M 0.12% 35
2020
Q2 		$5.31M Sell
189,741
-470
-0.2% -$13.1K 4.12% 6
2020
Q1 		$5.33M Buy
190,211
+190,092
+159,741% +$5.1M 6.57% 5
2019
Q4 		$3.08K Buy
+119
New +$3.11K ﹤0.01% 362

Other funds holding GOVT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kelly Financial Services's GOVT Position: Q2 2026 in Review

Kelly Financial Services increased its iShares US Treasury Bond ETF (GOVT) stake by 9.3% in Q2 2026, buying an estimated $1.26M and bringing the position to 646,386 shares worth $14.7M. The position accounts for 3.15% of the portfolio, ranked #7.

Kelly Financial Services first reported a position in GOVT in Q4 2019 and has held it in 21 quarters since. The position peaked at $42M in Q2 2021. 427 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Kelly Financial Services held 646,386 shares of iShares US Treasury Bond ETF worth $14.7M as of Q2 2026.
  • Kelly Financial Services bought 55,214 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.26M.
  • iShares US Treasury Bond ETF made up 3.15% of Kelly Financial Services's portfolio in Q2 2026, its #7 holding.
  • Kelly Financial Services first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Kelly Financial Services's iShares US Treasury Bond ETF position peaked at $42M in Q2 2021.
  • 427 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.