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Legacy Advisory Services’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Advisory Services’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 		$15.9M Sell
157,858
-7,340
-4% -$738K 11.19% 3
2026
Q1 		$16.6M Sell
165,198
-882
-0.5% -$88.7K 12.7% 3
2025
Q4 		$16.7M Sell
166,080
-1,605
-1% -$161K 12.53% 3
2025
Q3 		$16.9M Buy
167,685
+160
+0.1% +$16.1K 12.71% 3
2025
Q2 		$16.9M Buy
167,525
+110,500
+194% +$11.1M 13.37% 3
2025
Q1 		$5.74M Buy
+57,025
New +$5.73M 4.85% 6

Other funds holding SGOV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Legacy Advisory Services's SGOV Position: Q2 2026 in Review

Legacy Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 4.4% in Q2 2026, selling an estimated $738K and leaving 157,858 shares worth $15.9M. The position accounts for 11.19% of the portfolio, ranked #3.

Legacy Advisory Services first reported a position in SGOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.9M in Q3 2025. 385 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Legacy Advisory Services held 157,858 shares of iShares 0-3 Month Treasury Bond ETF worth $15.9M as of Q2 2026.
  • Legacy Advisory Services sold 7,340 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $738K.
  • iShares 0-3 Month Treasury Bond ETF made up 11.19% of Legacy Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Legacy Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Legacy Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $16.9M in Q3 2025.
  • 385 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.