Kingdom Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kingdom Financial Group’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	$267K	Buy	11,651 +10,321	+776%	+$238K	0.08%	128
2025 Q4	$30.6K	Sell	1,330 -76,468	-98%	-$1.77M	0.01%	304
2025 Q3	$1.8M	Buy	77,798 +51,419	+195%	+$1.18M	1.1%	16
2025 Q2	$606K	Buy	+26,379	New	+$601K	0.53%	23
2024 Q1	–	Sell	-32,869	Closed	-$757K	–	72
2023 Q4	$757K	Buy	32,869 +6,617	+25%	+$147K	0.66%	31
2023 Q3	$579K	Buy	26,252 +1,555	+6%	+$35K	0.55%	32
2023 Q2	$566K	Buy	+24,697	New	+$573K	0.55%	29

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

Kingdom Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 776% in Q1 2026, buying an estimated $238K and bringing the position to 11,651 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #128.

Kingdom Financial Group first reported a position in GOVT in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Kingdom Financial Group held 11,651 shares of iShares US Treasury Bond ETF worth $267K as of Q1 2026.
Kingdom Financial Group bought 10,321 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $238K.
iShares US Treasury Bond ETF made up 0.08% of Kingdom Financial Group's portfolio in Q1 2026, its #128 holding.
Kingdom Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
Kingdom Financial Group's iShares US Treasury Bond ETF position peaked at $1.8M in Q3 2025.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

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