Kestra Advisory Services’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kestra Advisory 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	$9.01M	Sell	395,336 -33,506	-8%	-$763K	0.03%	551
2026 Q1	$9.82M	Buy	428,842 +60,745	+17%	+$1.4M	0.04%	472
2025 Q4	$8.48M	Buy	368,097 +6,957	+2%	+$161K	0.03%	476
2025 Q3	$8.35M	Sell	361,140 -87,853	-20%	-$2.01M	0.04%	461
2025 Q2	$10.3M	Sell	448,993 -455,849	-50%	-$10.4M	0.05%	369
2025 Q1	$20.8M	Buy	904,842 +97,204	+12%	+$2.2M	0.1%	161
2024 Q4	$18.6M	Buy	807,638 +15,035	+2%	+$343K	0.1%	198
2024 Q3	$18.6M	Buy	792,603 +4,194	+0.5%	+$97.1K	0.1%	211
2024 Q2	$17.8M	Buy	788,409 +93,967	+14%	+$2.11M	0.1%	215
2024 Q1	$15.8M	Buy	694,442 +141,859	+26%	+$3.22M	0.11%	195
2023 Q4	$12.7M	Buy	552,583 +40,068	+8%	+$892K	0.1%	216
2023 Q3	$11.3M	Buy	512,515 +49,223	+11%	+$1.11M	0.11%	207
2023 Q2	$10.6M	Buy	463,292 +148,686	+47%	+$3.45M	0.11%	212
2023 Q1	$7.36M	Sell	314,606 -629,170	-67%	-$14.5M	0.08%	263
2022 Q4	$21.4M	Sell	943,776 -669,030	-41%	-$15.2M	0.19%	119
2022 Q3	$36.7M	Buy	1,612,806 +525,045	+48%	+$12.4M	0.39%	43
2022 Q2	$26M	Buy	1,087,761 +88,833	+9%	+$2.14M	0.27%	75
2022 Q1	$24.9M	Buy	998,928 +270,548	+37%	+$6.93M	0.26%	75
2021 Q4	$19.4M	Sell	728,380 -70,233	-9%	-$1.86M	0.2%	114
2021 Q3	$21.2M	Sell	798,613 -155,069	-16%	-$4.15M	0.21%	108
2021 Q2	$25.4M	Buy	953,682 +74,275	+8%	+$1.96M	0.29%	72
2021 Q1	$23M	Buy	879,407 +561,490	+177%	+$15M	0.29%	73
2020 Q4	$8.7M	Buy	317,917 +111,810	+54%	+$3.08M	0.1%	224
2020 Q3	$5.76M	Buy	+206,107	New	+$5.78M	0.11%	224

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Kestra Advisory Services's GOVT Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Treasury Bond ETF (GOVT) stake by 7.8% in Q2 2026, selling an estimated $763K and leaving 395,336 shares worth $9.01M. The position accounts for 0.03% of the portfolio, ranked #551.

Kestra Advisory Services first reported a position in GOVT in Q3 2020 and has held it in 24 quarters since. The position peaked at $36.7M in Q3 2022. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Kestra Advisory Services held 395,336 shares of iShares US Treasury Bond ETF worth $9.01M as of Q2 2026.
Kestra Advisory Services sold 33,506 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $763K.
iShares US Treasury Bond ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #551 holding.
Kestra Advisory Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares US Treasury Bond ETF position peaked at $36.7M in Q3 2022.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.