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 Q2	$1.43M	Sell	14,246 -7,152	-33%	-$719K	0.14%	51
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

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

Opus Capital Group's SGOV Position: Q2 2026 in Review

Opus Capital Group reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 33% in Q2 2026, selling an estimated $719K and leaving 14,246 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #51.

Opus Capital Group first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.8M in Q4 2024. 1,306 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Opus Capital Group held 14,246 shares of iShares 0-3 Month Treasury Bond ETF worth $1.43M as of Q2 2026.
Opus Capital Group sold 7,152 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $719K.
iShares 0-3 Month Treasury Bond ETF made up 0.14% of Opus Capital Group's portfolio in Q2 2026, its #51 holding.
Opus Capital Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Opus Capital Group's iShares 0-3 Month Treasury Bond ETF position peaked at $31.8M in Q4 2024.
1,306 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.