KFSC
GOVT icon

Keystone Financial Services (Colorado)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Keystone Financial Services (Colorado)’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 		$7.2M Buy
316,119
+21,654
+7% +$493K 1.85% 15
2026
Q1 		$6.75M Buy
294,465
+275,265
+1,434% +$6.35M 1.98% 16
2025
Q4 		$442K Buy
19,200
+2,481
+15% +$57.4K 0.13% 71
2025
Q3 		$387K Sell
16,719
-413
-2% -$9.47K 0.12% 75
2025
Q2 		$394K Buy
17,132
+1,140
+7% +$26K 0.13% 71
2025
Q1 		$368K Buy
15,992
+1,330
+9% +$30.1K 0.14% 69
2024
Q4 		$337K Sell
14,662
-172
-1% -$3.92K 0.13% 68
2024
Q3 		$348K Sell
14,834
-365
-2% -$8.45K 0.13% 65
2024
Q2 		$343K Sell
15,199
-6,269
-29% -$141K 0.14% 64
2024
Q1 		$489K Sell
21,468
-896
-4% -$20.4K 0.21% 57
2023
Q4 		$515K Sell
22,364
-30,901
-58% -$688K 0.24% 49
2023
Q3 		$1.17M Sell
53,265
-271,726
-84% -$6.12M 0.62% 21
2023
Q2 		$7.44M Buy
324,991
+8,304
+3% +$193K 3.8% 10
2023
Q1 		$7.4M Buy
316,687
+276,845
+695% +$6.39M 3.97% 9
2022
Q4 		$930K Sell
39,842
-133,511
-77% -$3.03M 0.5% 21
2022
Q3 		$3.91M Sell
173,353
-362,374
-68% -$8.58M 2.27% 9
2022
Q2 		$12.9M Buy
535,727
+159,887
+43% +$3.85M 7.03% 4
2022
Q1 		$9.01M Buy
375,840
+17,011
+5% +$436K 5.19% 5
2021
Q4 		$9.57M Buy
+358,829
New +$9.5M 4.91% 6

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 Services (Colorado)'s GOVT Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares US Treasury Bond ETF (GOVT) stake by 7.4% in Q2 2026, buying an estimated $493K and bringing the position to 316,119 shares worth $7.2M. The position accounts for 1.85% of the portfolio, ranked #15.

Keystone Financial Services (Colorado) first reported a position in GOVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q2 2022. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Keystone Financial Services (Colorado) held 316,119 shares of iShares US Treasury Bond ETF worth $7.2M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 21,654 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $493K.
  • iShares US Treasury Bond ETF made up 1.85% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #15 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s iShares US Treasury Bond ETF position peaked at $12.9M in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.