KFG
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Kingdom Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kingdom Financial Group’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Sell
291
-1,744
-86% -$137K 0.01% 373
2025
Q4 		$160K Buy
+2,035
New +$161K 0.05% 160
2024
Q2 		– Sell
-2,987
Closed -$229K – 53
2024
Q1 		$229K Buy
+2,987
New +$229K 0.16% 54

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingdom Financial Group's BSV Position: Q1 2026 in Review

Kingdom Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 86% in Q1 2026, selling an estimated $137K and leaving 291 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #373.

Kingdom Financial Group first reported a position in BSV in Q1 2024 and has held it in 3 quarters since. The position peaked at $229K in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Kingdom Financial Group held 291 shares of Vanguard Short-Term Bond ETF worth $22.8K as of Q1 2026.
  • Kingdom Financial Group sold 1,744 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $137K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #373 holding.
  • Kingdom Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Kingdom Financial Group's Vanguard Short-Term Bond ETF position peaked at $229K in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.