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

KWB Wealth’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 		$5.52M Buy
242,255
+224,243
+1,245% +$5.11M 0.47% 47
2026
Q1 		$415K Sell
18,012
-979
-5% -$22.6K 0.04% 105
2025
Q4 		$437K Buy
18,991
+6,671
+54% +$154K 0.04% 111
2025
Q3 		$283K Buy
12,320
+1,239
+11% +$28.4K 0.03% 124
2025
Q2 		$255K Sell
11,081
-84,441
-88% -$1.92M 0.03% 137
2025
Q1 		$2.2M Sell
95,522
-39,745
-29% -$901K 0.26% 53
2024
Q4 		$3.17M Sell
135,267
-21,072
-13% -$481K 0.39% 35
2024
Q3 		$3.53M Sell
156,339
-7,879
-5% -$182K 0.46% 31
2024
Q2 		$3.74M Sell
164,218
-12,673
-7% -$284K 0.51% 28
2024
Q1 		$4.03M Buy
+176,891
New +$4.02M 0.54% 28

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

KWB Wealth's GOVT Position: Q2 2026 in Review

KWB Wealth increased its iShares US Treasury Bond ETF (GOVT) stake by 1,245% in Q2 2026, buying an estimated $5.11M and bringing the position to 242,255 shares worth $5.52M. The position accounts for 0.47% of the portfolio, ranked #47.

KWB Wealth first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • KWB Wealth held 242,255 shares of iShares US Treasury Bond ETF worth $5.52M as of Q2 2026.
  • KWB Wealth bought 224,243 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $5.11M.
  • iShares US Treasury Bond ETF made up 0.47% of KWB Wealth's portfolio in Q2 2026, its #47 holding.
  • KWB Wealth first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.