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
Q2 		$917K Buy
40,253
+2,283
+6% +$52K 0.13% 95
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 $1.55T 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

KKM Financial's GOVT Position: Q2 2026 in Review

KKM Financial increased its iShares US Treasury Bond ETF (GOVT) stake by 6% in Q2 2026, buying an estimated $52K and bringing the position to 40,253 shares worth $917K. The position accounts for 0.13% of the portfolio, ranked #95.

KKM Financial first reported a position in GOVT in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • KKM Financial held 40,253 shares of iShares US Treasury Bond ETF worth $917K as of Q2 2026.
  • KKM Financial bought 2,283 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $52K.
  • iShares US Treasury Bond ETF made up 0.13% of KKM Financial's portfolio in Q2 2026, its #95 holding.
  • KKM Financial first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.