Verus Capital Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Verus Capital Partners’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	$684K	Buy	6,790 +3,872	+133%	+$389K	0.04%	250
2026 Q1	$294K	Buy	2,918 +382	+15%	+$38.4K	0.02%	359
2025 Q4	$255K	Sell	2,536 -10,751	-81%	-$1.08M	0.02%	381
2025 Q3	$1.34M	Sell	13,287 -2,330	-15%	-$234K	0.1%	130
2025 Q2	$1.57M	Buy	15,617 +5,656	+57%	+$569K	0.14%	99
2025 Q1	$1M	Buy	9,961 +1,060	+12%	+$107K	0.1%	133
2024 Q4	$893K	Buy	8,901 +2,234	+34%	+$224K	0.09%	141
2024 Q3	$671K	Buy	6,667 +177	+3%	+$17.8K	0.07%	164
2024 Q2	$654K	Buy	6,490 +718	+12%	+$72.2K	0.07%	160
2024 Q1	$581K	Buy	5,772 +360	+7%	+$36.2K	0.06%	177
2023 Q4	$543K	Buy	5,412 +48	+0.9%	+$4.82K	0.07%	162
2023 Q3	$540K	Buy	5,364 +414	+8%	+$41.6K	0.08%	148
2023 Q2	$498K	Buy	4,950 +696	+16%	+$69.9K	0.07%	163
2023 Q1	$428K	Buy	+4,254	New	+$427K	0.07%	174

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

Verus Capital Partners's SGOV Position: Q2 2026 in Review

Verus Capital Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 133% in Q2 2026, buying an estimated $389K and bringing the position to 6,790 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #250.

Verus Capital Partners first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.57M in Q2 2025. 1,312 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Verus Capital Partners held 6,790 shares of iShares 0-3 Month Treasury Bond ETF worth $684K as of Q2 2026.
Verus Capital Partners bought 3,872 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $389K.
iShares 0-3 Month Treasury Bond ETF made up 0.04% of Verus Capital Partners's portfolio in Q2 2026, its #250 holding.
Verus Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Verus Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.57M in Q2 2025.
1,312 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.