KFI
GOVT icon

Key Financial Inc’s iShares US Treasury Bond ETF GOVT Stock Holding History

Key Financial Inc’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 		$19.6M Buy
861,313
+87,983
+11% +$2M 3.21% 6
2026
Q1 		$17.7M Buy
773,330
+67,889
+10% +$1.56M 3.15% 4
2025
Q4 		$16.2M Buy
705,441
+31,122
+5% +$720K 2.96% 5
2025
Q3 		$15.6M Buy
674,319
+65,978
+11% +$1.51M 2.88% 5
2025
Q2 		$14M Buy
608,341
+5,817
+1% +$132K 2.81% 6
2025
Q1 		$13.8M Buy
602,524
+71,871
+14% +$1.63M 3.01% 5
2024
Q4 		$12.2M Buy
530,653
+9,231
+2% +$211K 2.77% 5
2024
Q3 		$12.2M Buy
521,422
+39,147
+8% +$906K 2.7% 7
2024
Q2 		$10.9M Buy
482,275
+44,087
+10% +$989K 2.61% 7
2024
Q1 		$9.98M Buy
438,188
+17,901
+4% +$407K 2.54% 7
2023
Q4 		$9.68M Buy
420,287
+324,448
+339% +$7.22M 2.65% 7
2023
Q3 		$2.11M Buy
95,839
+89,660
+1,451% +$2.02M 0.71% 30
2023
Q2 		$141K Buy
6,179
+1,584
+34% +$36.7K 0.05% 246
2023
Q1 		$107K Buy
4,595
+1,607
+54% +$37.1K 0.04% 268
2022
Q4 		$68K Hold
2,988
– – 0.03% 311
2022
Q3 		$68K Buy
2,988
+125
+4% +$2.96K 0.03% 313
2022
Q2 		$69K Sell
2,863
-942
-25% -$22.7K 0.04% 303
2022
Q1 		$95K Buy
3,805
+942
+33% +$24.1K 0.05% 261
2021
Q4 		$76K Buy
2,863
+15
+0.5% +$397 0.04% 281
2021
Q3 		$76K Sell
2,848
-462
-14% -$12.4K 0.04% 269
2021
Q2 		$89K Buy
3,310
+2,486
+302% +$65.6K 0.05% 245
2021
Q1 		$22K Hold
824
– – 0.01% 386
2020
Q4 		$22K Buy
+824
New +$22.7K 0.02% 361

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

Key Financial Inc's GOVT Position: Q2 2026 in Review

Key Financial Inc increased its iShares US Treasury Bond ETF (GOVT) stake by 11% in Q2 2026, buying an estimated $2M and bringing the position to 861,313 shares worth $19.6M. The position accounts for 3.21% of the portfolio, ranked #6.

Key Financial Inc first reported a position in GOVT in Q4 2020 and has held it in 23 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Key Financial Inc held 861,313 shares of iShares US Treasury Bond ETF worth $19.6M as of Q2 2026.
  • Key Financial Inc bought 87,983 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares US Treasury Bond ETF made up 3.21% of Key Financial Inc's portfolio in Q2 2026, its #6 holding.
  • Key Financial Inc first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.