Kingswood Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kingswood Wealth Advisors’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	$486K	Sell	21,353 -5,592	-21%	-$127K	0.02%	615
2026 Q1	$617K	Buy	26,945 +10,075	+60%	+$232K	0.03%	500
2025 Q4	$388K	Sell	16,870 -4,044	-19%	-$93.6K	0.02%	601
2025 Q3	$484K	Sell	20,914 -4,460	-18%	-$102K	0.03%	487
2025 Q2	$583K	Buy	25,374 +594	+2%	+$13.5K	0.05%	374
2025 Q1	$570K	Sell	24,780 -54,017	-69%	-$1.22M	0.05%	359
2024 Q4	$1.81M	Buy	78,797 +5,847	+8%	+$133K	0.14%	164
2024 Q3	$1.71M	Buy	72,950 +4,930	+7%	+$114K	0.12%	190
2024 Q2	$1.54M	Sell	68,020 -1,758	-3%	-$39.4K	0.14%	152
2024 Q1	$1.59M	Sell	69,778 -24,876	-26%	-$565K	0.18%	138
2023 Q4	$2.18M	Buy	94,654 +74,963	+381%	+$1.67M	0.25%	90
2023 Q3	$2.04M	Buy	+19,691	New	+$443K	0.35%	74

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Kingswood Wealth Advisors's GOVT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 21% in Q2 2026, selling an estimated $127K and leaving 21,353 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #615.

Kingswood Wealth Advisors first reported a position in GOVT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2023. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Kingswood Wealth Advisors held 21,353 shares of iShares US Treasury Bond ETF worth $486K as of Q2 2026.
Kingswood Wealth Advisors sold 5,592 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $127K.
iShares US Treasury Bond ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #615 holding.
Kingswood Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's iShares US Treasury Bond ETF position peaked at $2.18M in Q4 2023.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.