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Legacy Capital Group California’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Capital Group California’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
2024
Q2 		– Sell
-11,534
Closed -$1.16M – 335
2024
Q1 		$1.16M Sell
11,534
-30,977
-73% -$3.11M 0.43% 58
2023
Q4 		$4.26M Buy
42,511
+1,299
+3% +$130K 1.65% 9
2023
Q3 		$4.15M Buy
+41,212
New +$4.14M 1.78% 7

Other funds holding SGOV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Legacy Capital Group California's SGOV Position: Q2 2024 in Review

Legacy Capital Group California sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2024, closing a stake of 11,534 shares — an estimated $1.16M sold.

Legacy Capital Group California first reported a position in SGOV in Q3 2023 and held it in 3 quarters. The position peaked at $4.26M in Q4 2023. 647 funds tracked by Wall St. Rank hold SGOV as of Q2 2024.

  • Legacy Capital Group California reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 11,534 iShares 0-3 Month Treasury Bond ETF shares in Q2 2024, an estimated $1.16M.
  • Legacy Capital Group California first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
  • Legacy Capital Group California's iShares 0-3 Month Treasury Bond ETF position peaked at $4.26M in Q4 2023.
  • 647 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.