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

Kestra Private Wealth 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 		$7.27M Buy
319,340
+39,388
+14% +$897K 0.08% 257
2026
Q1 		$6.41M Buy
279,952
+76,130
+37% +$1.75M 0.08% 266
2025
Q4 		$4.69M Buy
203,822
+113,857
+127% +$2.64M 0.06% 328
2025
Q3 		$2.08M Sell
89,965
-20,064
-18% -$460K 0.03% 509
2025
Q2 		$2.53M Buy
110,029
+27,514
+33% +$627K 0.04% 434
2025
Q1 		$1.9M Sell
82,515
-22,257
-21% -$504K 0.03% 468
2024
Q4 		$2.41M Sell
104,772
-10,277
-9% -$234K 0.04% 385
2024
Q3 		$2.7M Sell
115,049
-82,160
-42% -$1.9M 0.05% 347
2024
Q2 		$4.45M Buy
197,209
+4,733
+2% +$106K 0.09% 236
2024
Q1 		$4.38M Buy
192,476
+3,033
+2% +$68.9K 0.1% 223
2023
Q4 		$4.36M Buy
189,443
+140,026
+283% +$3.12M 0.11% 209
2023
Q3 		$1.09M Sell
49,417
-24,160
-33% -$544K 0.03% 441
2023
Q2 		$1.68M Buy
73,577
+8,441
+13% +$196K 0.06% 329
2023
Q1 		$1.52M Buy
65,136
+22,422
+52% +$518K 0.06% 323
2022
Q4 		$970K Buy
42,714
+25,182
+144% +$572K 0.05% 372
2022
Q3 		$399K Buy
17,532
+1,416
+9% +$33.5K 0.02% 557
2022
Q2 		$385K Sell
16,116
-4,182
-21% -$101K 0.02% 589
2022
Q1 		$506K Sell
20,298
-7,501
-27% -$192K 0.03% 569
2021
Q4 		$742K Sell
27,799
-925
-3% -$24.5K 0.04% 477
2021
Q3 		$762K Buy
28,724
+10,445
+57% +$280K 0.04% 423
2021
Q2 		$486K Sell
18,279
-8,621
-32% -$228K 0.03% 512
2021
Q1 		$705K Sell
26,900
-3,852
-13% -$103K 0.05% 380
2020
Q4 		$841K Buy
30,752
+1,931
+7% +$53.3K 0.06% 310
2020
Q3 		$807K Buy
+28,821
New +$808K 0.07% 283

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

Kestra Private Wealth Services's GOVT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares US Treasury Bond ETF (GOVT) stake by 14% in Q2 2026, buying an estimated $897K and bringing the position to 319,340 shares worth $7.27M. The position accounts for 0.08% of the portfolio, ranked #257.

Kestra Private Wealth Services first reported a position in GOVT in Q3 2020 and has held it in 24 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Kestra Private Wealth Services held 319,340 shares of iShares US Treasury Bond ETF worth $7.27M as of Q2 2026.
  • Kestra Private Wealth Services bought 39,388 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $897K.
  • iShares US Treasury Bond ETF made up 0.08% of Kestra Private Wealth Services's portfolio in Q2 2026, its #257 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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