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 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 $1.37T 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 $6.11B AUM 33.56% 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

Verus Capital Partners's SGOV Position: Q1 2026 in Review

Verus Capital Partners increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 15% in Q1 2026, buying an estimated $38.4K and bringing the position to 2,918 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #359.

Verus Capital Partners first reported a position in SGOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Verus Capital Partners held 2,918 shares of iShares 0-3 Month Treasury Bond ETF worth $294K as of Q1 2026.
Verus Capital Partners bought 382 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $38.4K.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #359 holding.
Verus Capital Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Verus Capital Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.57M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.