Convergence Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Convergence Financial’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9M	Buy	+144,708	New	+$11.9M	0.94%	31

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Convergence Financial's SHY Position: Q2 2026 in Review

Convergence Financial opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 144,708 shares worth $11.9M. The stake represents 0.94% of the portfolio and ranks #31 among its holdings.

1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Convergence Financial held 144,708 shares of iShares 1-3 Year Treasury Bond ETF worth $11.9M as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Convergence Financial position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.94% of Convergence Financial's portfolio in Q2 2026, its #31 holding.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.