Verdence Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Verdence Capital Advisors’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	$1.94M	Buy	19,270 +9,450	+96%	+$950K	0.1%	178
2026 Q1	$988K	Sell	9,820 -11,814	-55%	-$1.19M	0.06%	289
2025 Q4	$2.17M	Buy	+21,634	New	+$2.17M	0.13%	156

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

Verdence Capital Advisors's SGOV Position: Q2 2026 in Review

Verdence Capital Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 96% in Q2 2026, buying an estimated $950K and bringing the position to 19,270 shares worth $1.94M. The position accounts for 0.1% of the portfolio, ranked #178.

Verdence Capital Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2025. 1,304 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Verdence Capital Advisors held 19,270 shares of iShares 0-3 Month Treasury Bond ETF worth $1.94M as of Q2 2026.
Verdence Capital Advisors bought 9,450 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $950K.
iShares 0-3 Month Treasury Bond ETF made up 0.1% of Verdence Capital Advisors's portfolio in Q2 2026, its #178 holding.
Verdence Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Verdence Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.17M in Q4 2025.
1,304 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.