KF
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KKM Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

KKM Financial’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 		$874K Hold
37,970
– – 0.16% 98
2025
Q4 		$874K Buy
37,970
+1,354
+4% +$31.3K 0.16% 98
2025
Q3 		$847K Buy
36,616
+121
+0.3% +$2.77K 0.27% 69
2025
Q2 		$838K Buy
36,495
+989
+3% +$22.5K 0.29% 77
2025
Q1 		$807K Sell
35,506
-249
-0.7% -$5.64K 0.34% 76
2024
Q4 		$807K Buy
+35,755
New +$816K 0.34% 72
2024
Q3 		– Sell
-35,610
Closed -$820K – 144
2024
Q2 		$820K Buy
35,610
+683
+2% +$15.3K 0.39% 71
2024
Q1 		$795K Buy
+34,927
New +$794K 0.39% 72

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

KKM Financial's GOVT Position: Q1 2026 in Review

KKM Financial held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 37,970 shares worth $874K. The position accounts for 0.16% of the portfolio, ranked #98.

KKM Financial first reported a position in GOVT in Q1 2024 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • KKM Financial held 37,970 shares of iShares US Treasury Bond ETF worth $874K as of Q1 2026.
  • KKM Financial left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares US Treasury Bond ETF made up 0.16% of KKM Financial's portfolio in Q1 2026, its #98 holding.
  • KKM Financial first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.