KFG
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Kingdom Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kingdom Financial Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.2K Buy
+472
New +$48.7K 0.01% 267
2026
Q1 		– Sell
-286
Closed -$29.3K – 922
2025
Q4 		$29.3K Buy
+286
New +$29.4K 0.01% 310

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MWM
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RWM
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Morgan Stanley
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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AHSSHC
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Kingdom Financial Group's STIP Position: Q2 2026 in Review

Kingdom Financial Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 472 shares worth $48.2K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Kingdom Financial Group previously reported a position in STIP as recently as Q4 2025.

Kingdom Financial Group first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kingdom Financial Group held 472 shares of iShares 0-5 Year TIPS Bond ETF worth $48.2K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Kingdom Financial Group position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #267 holding.
  • Kingdom Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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