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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
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
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

Kestra Advisory Services's GOVT Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q1 2026, buying an estimated $1.4M and bringing the position to 428,842 shares worth $9.82M. The position accounts for 0.04% of the portfolio, ranked #472.

Kestra Advisory Services first reported a position in GOVT in Q3 2020 and has held it in 23 quarters since. The position peaked at $36.7M in Q3 2022. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Kestra Advisory Services held 428,842 shares of iShares US Treasury Bond ETF worth $9.82M as of Q1 2026.
  • Kestra Advisory Services bought 60,745 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.4M.
  • iShares US Treasury Bond ETF made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #472 holding.
  • Kestra Advisory Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares US Treasury Bond ETF position peaked at $36.7M in Q3 2022.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.