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Legacy Capital Group California’s iShares International Treasury Bond ETF IGOV Stock Holding History

Legacy Capital Group California’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,445
Closed -$235K – 343
2025
Q2 		$235K Buy
+5,445
New +$226K 0.07% 304

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CCA
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Legacy Capital Group California's IGOV Position: Q3 2025 in Review

Legacy Capital Group California sold out of iShares International Treasury Bond ETF (IGOV) in Q3 2025, closing a stake of 5,445 shares — an estimated $235K sold.

Legacy Capital Group California first reported a position in IGOV in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 132 funds tracked by Wall St. Rank hold IGOV as of Q3 2025.

  • Legacy Capital Group California reported no remaining iShares International Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 5,445 iShares International Treasury Bond ETF shares in Q3 2025, an estimated $235K.
  • Legacy Capital Group California first reported a position in iShares International Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Legacy Capital Group California's iShares International Treasury Bond ETF position peaked at $235K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.