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Keystone Financial Group (Kentucky)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.64M Buy
115,920
+18,941
+20% +$431K 0.16% 120
2026
Q1 		$2.22M Buy
96,979
+79,857
+466% +$1.84M 0.15% 117
2025
Q4 		$394K Buy
17,122
+3,348
+24% +$77.5K 0.03% 297
2025
Q3 		$318K Sell
13,774
-9,191
-40% -$211K 0.02% 311
2025
Q2 		$527K Buy
22,965
+2,757
+14% +$62.8K 0.05% 225
2025
Q1 		$464K Sell
20,208
-3,401
-14% -$77.1K 0.05% 219
2024
Q4 		$541K Buy
23,609
+2,539
+12% +$57.9K 0.05% 201
2024
Q3 		$494K Buy
+21,070
New +$488K 0.06% 194
2024
Q2 		– Sell
-31,209
Closed -$711K – 212
2024
Q1 		$711K Buy
+31,209
New +$709K 0.1% 139
2022
Q1 		– Sell
-11,407
Closed -$304K – 305
2021
Q4 		$304K Sell
11,407
-11,608
-50% -$307K 0.05% 235
2021
Q3 		$611K Buy
23,015
+12
+0.1% +$321 0.11% 144
2021
Q2 		$612K Sell
23,003
-4,365
-16% -$115K 0.11% 145
2021
Q1 		$717K Buy
27,368
+7
+0% +$187 0.14% 127
2020
Q4 		$745K Buy
27,361
+56
+0.2% +$1.54K 0.15% 118
2020
Q3 		$763K Buy
27,305
+3,909
+17% +$110K 0.19% 108
2020
Q2 		$655K Buy
+23,396
New +$654K 0.18% 113

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

Keystone Financial Group (Kentucky)'s GOVT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares US Treasury Bond ETF (GOVT) stake by 20% in Q2 2026, buying an estimated $431K and bringing the position to 115,920 shares worth $2.64M. The position accounts for 0.16% of the portfolio, ranked #120.

Keystone Financial Group (Kentucky) first reported a position in GOVT in Q2 2020 and has held it in 16 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 115,920 shares of iShares US Treasury Bond ETF worth $2.64M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 18,941 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $431K.
  • iShares US Treasury Bond ETF made up 0.16% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #120 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares US Treasury Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.