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
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 $1.37T 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

Key Financial Inc's GOVT Position: Q1 2026 in Review

Key Financial Inc increased its iShares US Treasury Bond ETF (GOVT) stake by 9.6% in Q1 2026, buying an estimated $1.56M and bringing the position to 773,330 shares worth $17.7M. The position accounts for 3.15% of the portfolio, ranked #4.

Key Financial Inc first reported a position in GOVT in Q4 2020 and has held it in 22 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Key Financial Inc held 773,330 shares of iShares US Treasury Bond ETF worth $17.7M as of Q1 2026.
  • Key Financial Inc bought 67,889 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $1.56M.
  • iShares US Treasury Bond ETF made up 3.15% of Key Financial Inc's portfolio in Q1 2026, its #4 holding.
  • Key Financial Inc first reported a position in iShares US Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.