Kestra Advisory Services
GOVT icon

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
Q3 		$15.9M Buy
726,244
+330,908
+84% +$7.41M 0.05% 415
2026
Q2 		$9.01M Sell
395,336
-33,506
-8% -$763K 0.03% 551
2026
Q1 		$9.8M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Kestra Advisory Services's GOVT Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 84% in Q3 2026, buying an estimated $7.41M and bringing the position to 726,244 shares worth $15.9M. The position accounts for 0.05% of the portfolio, ranked #415.

Kestra Advisory Services first reported a position in GOVT in Q3 2020 and has held it in 25 quarters since. The position peaked at $36.7M in Q3 2022. 774 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Kestra Advisory Services held 726,244 shares of iShares US Treasury Bond ETF worth $15.9M as of Q3 2026.
  • Kestra Advisory Services bought 330,908 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $7.41M.
  • iShares US Treasury Bond ETF made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #415 holding.
  • Kestra Advisory Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's iShares US Treasury Bond ETF position peaked at $36.7M in Q3 2022.
  • 774 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.