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

Legacy Capital Wealth 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 Q2	–	Sell	-6,624	Closed	-$667K	–	407
2026 Q1	$667K	Buy	+6,624	New	+$666K	0.14%	160
2025 Q2	–	Sell	-10,670	Closed	-$1.07M	–	389
2025 Q1	$1.07M	Buy	+10,670	New	+$1.07M	0.26%	73
2024 Q4	–	Sell	-11,676	Closed	-$1.18M	–	388
2024 Q3	$1.18M	Buy	11,676 +5,531	+90%	+$556K	0.24%	87
2024 Q2	$619K	Buy	+6,145	New	+$618K	0.16%	128
2024 Q1	–	Sell	-15,694	Closed	-$1.57M	–	300
2023 Q4	$1.57M	Sell	15,694 -1,376	-8%	-$138K	0.45%	48
2023 Q3	$1.72M	Buy	+17,070	New	+$1.71M	0.47%	38

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Capital Wealth Partners's SGOV Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 6,624 shares — an estimated $667K sold.

Legacy Capital Wealth Partners first reported a position in SGOV in Q3 2023 and held it in 6 quarters. The position peaked at $1.72M in Q3 2023. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 6,624 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $667K.
Legacy Capital Wealth Partners first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Legacy Capital Wealth Partners's iShares 0-3 Month Treasury Bond ETF position peaked at $1.72M in Q3 2023.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.