Opus Capital Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Opus Capital Group’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 Q1	$2.15M	Sell	21,398 -282,560	-93%	-$28.4M	0.23%	43
2025 Q4	$30.5M	Buy	303,958 +7,811	+3%	+$785K	3.31%	10
2025 Q3	$29.8M	Buy	296,147 +15,543	+6%	+$1.56M	3.35%	9
2025 Q2	$28.3M	Sell	280,604 -6,591	-2%	-$663K	3.38%	10
2025 Q1	$28.9M	Sell	287,195 -30,257	-10%	-$3.04M	3.72%	7
2024 Q4	$31.8M	Buy	317,452 +32,453	+11%	+$3.26M	4.04%	7
2024 Q3	$28.7M	Buy	284,999 +32,038	+13%	+$3.22M	3.59%	8
2024 Q2	$25.5M	Buy	252,961 +56,757	+29%	+$5.71M	3.63%	9
2024 Q1	$19.8M	Buy	196,204 +167,562	+585%	+$16.8M	2.89%	11
2023 Q4	$2.87M	Buy	+28,642	New	+$2.88M	0.47%	31

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Opus Capital Group's SGOV Position: Q1 2026 in Review

Opus Capital Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 93% in Q1 2026, selling an estimated $28.4M and leaving 21,398 shares worth $2.15M. The position accounts for 0.23% of the portfolio, ranked #43.

Opus Capital Group first reported a position in SGOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.8M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Opus Capital Group held 21,398 shares of iShares 0-3 Month Treasury Bond ETF worth $2.15M as of Q1 2026.
Opus Capital Group sold 282,560 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $28.4M.
iShares 0-3 Month Treasury Bond ETF made up 0.23% of Opus Capital Group's portfolio in Q1 2026, its #43 holding.
Opus Capital Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Opus Capital Group's iShares 0-3 Month Treasury Bond ETF position peaked at $31.8M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.