KFG
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Kingdom Financial Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Kingdom Financial Group’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93K Hold
19
– – ﹤0.01% 643
2026
Q1 		$1.93K Hold
19
– – ﹤0.01% 669
2025
Q4 		$1.92K Sell
19
-4,177
-100% -$420K ﹤0.01% 589
2025
Q3 		$423K Buy
+4,196
New +$422K 0.26% 55
2024
Q1 		– Sell
-7,194
Closed -$721K – 86
2023
Q4 		$721K Buy
+7,194
New +$722K 0.63% 33

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Kingdom Financial Group held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 19 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Kingdom Financial Group first reported a position in SGOV in Q4 2023 and has held it in 5 quarters since. The position peaked at $721K in Q4 2023. 1,305 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Kingdom Financial Group held 19 shares of iShares 0-3 Month Treasury Bond ETF worth $1.93K as of Q2 2026.
  • Kingdom Financial Group left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #643 holding.
  • Kingdom Financial Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kingdom Financial Group's iShares 0-3 Month Treasury Bond ETF position peaked at $721K in Q4 2023.
  • 1,305 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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