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Confluence Wealth Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Confluence Wealth Services’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 		$1.42M Buy
+14,091
New +$1.42M 0.04% 189

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Confluence Wealth Services's SGOV Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 14,091 shares worth $1.42M. The stake represents 0.04% of the portfolio and ranks #189 among its holdings.

429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Confluence Wealth Services held 14,091 shares of iShares 0-3 Month Treasury Bond ETF worth $1.42M as of Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF was a new Confluence Wealth Services position in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #189 holding.
  • 429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.