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KM Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

KM Capital 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 		$356K Sell
15,618
-735
-4% -$16.7K 0.17% 41
2026
Q1 		$371K Buy
16,353
+980
+6% +$22.6K 0.25% 26
2025
Q4 		$354K Hold
15,373
– – 0.18% 42
2025
Q3 		$355K Hold
15,373
– – 0.16% 43
2025
Q2 		$353K Buy
+15,373
New +$350K 0.17% 45

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

KM Capital Management's GOVT Position: Q2 2026 in Review

KM Capital Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.5% in Q2 2026, selling an estimated $16.7K and leaving 15,618 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #41.

KM Capital Management first reported a position in GOVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q1 2026. 960 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • KM Capital Management held 15,618 shares of iShares US Treasury Bond ETF worth $356K as of Q2 2026.
  • KM Capital Management sold 735 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $16.7K.
  • iShares US Treasury Bond ETF made up 0.17% of KM Capital Management's portfolio in Q2 2026, its #41 holding.
  • KM Capital Management first reported a position in iShares US Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • KM Capital Management's iShares US Treasury Bond ETF position peaked at $371K in Q1 2026.
  • 960 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.