Convergence Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

Convergence Financial’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.94M	Buy	+88,525	New	+$1.98M	0.27%	70

Other funds holding GOVT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Convergence Financial's GOVT Position: Q3 2026 in Review

Convergence Financial opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2026: 88,525 shares worth $1.94M. The stake represents 0.27% of the portfolio and ranks #70 among its holdings.

586 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Convergence Financial held 88,525 shares of iShares US Treasury Bond ETF worth $1.94M as of Q3 2026.
iShares US Treasury Bond ETF was a new Convergence Financial position in Q3 2026.
iShares US Treasury Bond ETF made up 0.27% of Convergence Financial's portfolio in Q3 2026, its #70 holding.
586 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.