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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kingdom Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 577% in Q1 2026, buying an estimated $318K and bringing the position to 3,380 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #91.

Kingdom Financial Group first reported a position in SHV in Q4 2024 and has held it in 3 quarters since. 736 funds tracked by Wall St. Rank hold SHV as of Q1 2026.

  • Kingdom Financial Group held 3,380 shares of iShares 0-1 Year Treasury Bond ETF worth $373K as of Q1 2026.
  • Kingdom Financial Group bought 2,881 iShares 0-1 Year Treasury Bond ETF shares in Q1 2026, an estimated $318K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.11% of Kingdom Financial Group's portfolio in Q1 2026, its #91 holding.
  • Kingdom Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 736 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2026.

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