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KFG Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

KFG Wealth Management’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 		$236K Sell
10,345
-75
-0.7% -$1.71K 0.03% 204
2026
Q1 		$239K Buy
10,420
+104
+1% +$2.4K 0.03% 199
2025
Q4 		$238K Buy
10,316
+22
+0.2% +$509 0.03% 196
2025
Q3 		$238K Buy
10,294
+17
+0.2% +$390 0.03% 190
2025
Q2 		$236K Buy
+10,277
New +$234K 0.04% 181

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

KFG Wealth Management's GOVT Position: Q2 2026 in Review

KFG Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.72% in Q2 2026, selling an estimated $1.71K and leaving 10,345 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #204.

KFG Wealth Management first reported a position in GOVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 959 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • KFG Wealth Management held 10,345 shares of iShares US Treasury Bond ETF worth $236K as of Q2 2026.
  • KFG Wealth Management sold 75 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.71K.
  • iShares US Treasury Bond ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #204 holding.
  • KFG Wealth Management first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • KFG Wealth Management's iShares US Treasury Bond ETF position peaked at $239K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.