Convergence Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Convergence Financial’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 Q3	$3.11M	Sell	30,860 -9,377	-23%	-$943K	0.44%	47
2026 Q2	$4.05M	Buy	40,237 +21,098	+110%	+$2.12M	0.32%	55
2026 Q1	$1.93M	Buy	+19,139	New	+$1.92M	0.2%	68

Other funds holding SGOV

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

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Convergence Financial's SGOV Position: Q3 2026 in Review

Convergence Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 23% in Q3 2026, selling an estimated $943K and leaving 30,860 shares worth $3.11M. The position accounts for 0.44% of the portfolio, ranked #47.

Convergence Financial first reported a position in SGOV in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.05M in Q2 2026. 932 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Convergence Financial held 30,860 shares of iShares 0-3 Month Treasury Bond ETF worth $3.11M as of Q3 2026.
Convergence Financial sold 9,377 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $943K.
iShares 0-3 Month Treasury Bond ETF made up 0.44% of Convergence Financial's portfolio in Q3 2026, its #47 holding.
Convergence Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
Convergence Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $4.05M in Q2 2026.
932 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

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