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 Q3	$5.9M	Sell	58,595 -99,263	-63%	-$10M	4.23%	7
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisory Services's SGOV Position: Q3 2026 in Review

Legacy Advisory Services reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 63% in Q3 2026, selling an estimated $10M and leaving 58,595 shares worth $5.9M. The position accounts for 4.23% of the portfolio, ranked #7.

Legacy Advisory Services first reported a position in SGOV in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.9M in Q3 2025. 1,129 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Legacy Advisory Services held 58,595 shares of iShares 0-3 Month Treasury Bond ETF worth $5.9M as of Q3 2026.
Legacy Advisory Services sold 99,263 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $10M.
iShares 0-3 Month Treasury Bond ETF made up 4.23% of Legacy Advisory Services's portfolio in Q3 2026, its #7 holding.
Legacy Advisory Services first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Legacy Advisory Services's iShares 0-3 Month Treasury Bond ETF position peaked at $16.9M in Q3 2025.
1,129 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.