KFG
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Kingdom Financial Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Kingdom Financial Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-218
Closed -$25.8K – 903
2026
Q1 		$25.8K Buy
218
+2
+0.9% +$239 0.01% 355
2025
Q4 		$25.8K Buy
+216
New +$25.9K 0.01% 326

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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kingdom Financial Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 218 shares — an estimated $25.8K sold.

Kingdom Financial Group first reported a position in IEI in Q4 2025 and held it in 2 quarters. The position peaked at $25.8K in Q4 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Kingdom Financial Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 218 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.8K.
  • Kingdom Financial Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's iShares 3-7 Year Treasury Bond ETF position peaked at $25.8K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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