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Ishares 0-3 Month Treasury Bd Etf shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 14k 100.67

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
HPM Partners
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
Robinhood Asset Management
Jpmorgan Chase & Co
CIBC Bancorp USA
Confluence Investment Management
NorthRock Partners
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Ishares 0-3 Month Treasury Bd Etf