KFG
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Kingdom Financial Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Kingdom Financial Group’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27
Closed -$1.33K – 898
2025
Q4 		$1.33K Sell
27
-33,610
-100% -$1.7M ﹤0.01% 620
2025
Q3 		$1.7M Buy
33,637
+21,997
+189% +$1.09M 1.04% 18
2025
Q2 		$575K Buy
+11,640
New +$564K 0.5% 27
2024
Q1 		– Sell
-21,370
Closed -$1.12M – 77
2023
Q4 		$1.12M Buy
21,370
+5,944
+39% +$287K 0.98% 22
2023
Q3 		$729K Buy
15,426
+1,738
+13% +$87.1K 0.69% 28
2023
Q2 		$720K Buy
+13,688
New +$720K 0.71% 25

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $207M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kingdom Financial Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2026, closing a stake of 27 shares — an estimated $1.33K sold.

Kingdom Financial Group first reported a position in ILTB in Q2 2023 and held it in 6 quarters. The position peaked at $1.7M in Q3 2025. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Kingdom Financial Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 27 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $1.33K.
  • Kingdom Financial Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2023 and held it in 6 quarters.
  • Kingdom Financial Group's iShares Core 10+ Year USD Bond ETF position peaked at $1.7M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

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