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 Q2	$305K	Buy	13,377 +1,726	+15%	+$39.3K	0.08%	123
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Kingdom Financial Group's GOVT Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 15% in Q2 2026, buying an estimated $39.3K and bringing the position to 13,377 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #123.

Kingdom Financial Group first reported a position in GOVT in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.8M in Q3 2025. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Kingdom Financial Group held 13,377 shares of iShares US Treasury Bond ETF worth $305K as of Q2 2026.
Kingdom Financial Group bought 1,726 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $39.3K.
iShares US Treasury Bond ETF made up 0.08% of Kingdom Financial Group's portfolio in Q2 2026, its #123 holding.
Kingdom Financial Group first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
Kingdom Financial Group's iShares US Treasury Bond ETF position peaked at $1.8M in Q3 2025.
957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.