KFG
SHV icon

Kingdom Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kingdom Financial Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310K Sell
2,813
-567
-17% -$62.5K 0.08% 120
2026
Q1 		$373K Buy
3,380
+2,881
+577% +$318K 0.11% 91
2025
Q4 		$55K Buy
+499
New +$55K 0.02% 250
2025
Q1 		– Sell
-2,165
Closed -$238K – 51
2024
Q4 		$238K Buy
+2,165
New +$239K 0.16% 46

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kingdom Financial Group reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q2 2026, selling an estimated $62.5K and leaving 2,813 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #120.

Kingdom Financial Group first reported a position in SHV in Q4 2024 and has held it in 4 quarters since. The position peaked at $373K in Q1 2026. 723 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Kingdom Financial Group held 2,813 shares of iShares 0-1 Year Treasury Bond ETF worth $310K as of Q2 2026.
  • Kingdom Financial Group sold 567 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $62.5K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.08% of Kingdom Financial Group's portfolio in Q2 2026, its #120 holding.
  • Kingdom Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Kingdom Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $373K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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