Legacy Edge Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Edge Advisors’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	$838K	Sell	8,324 -245	-3%	-$24.6K	0.08%	109
2026 Q1	$863K	Sell	8,569 -1,016	-11%	-$102K	0.09%	101
2025 Q4	$962K	Buy	9,585 +234	+3%	+$23.5K	0.11%	98
2025 Q3	$942K	Sell	9,351 -2,507	-21%	-$252K	0.11%	95
2025 Q2	$1.19M	Buy	11,858 +561	+5%	+$56.4K	0.16%	75
2025 Q1	$1.14M	Sell	11,297 -6,757	-37%	-$679K	0.18%	65
2024 Q4	$1.81M	Sell	18,054 -15,482	-46%	-$1.56M	0.29%	46
2024 Q3	$3.38M	Buy	33,536 +11,997	+56%	+$1.21M	0.54%	33
2024 Q2	$2.17M	Sell	21,539 -4,082	-16%	-$410K	0.4%	38
2024 Q1	$2.58M	Sell	25,621 -2,445	-9%	-$246K	0.54%	37
2023 Q4	$2.81M	Buy	+28,066	New	+$2.82M	0.64%	35

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 Edge Advisors's SGOV Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 2.9% in Q2 2026, selling an estimated $24.6K and leaving 8,324 shares worth $838K. The position accounts for 0.08% of the portfolio, ranked #109.

Legacy Edge Advisors first reported a position in SGOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Legacy Edge Advisors held 8,324 shares of iShares 0-3 Month Treasury Bond ETF worth $838K as of Q2 2026.
Legacy Edge Advisors sold 245 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $24.6K.
iShares 0-3 Month Treasury Bond ETF made up 0.08% of Legacy Edge Advisors's portfolio in Q2 2026, its #109 holding.
Legacy Edge Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $3.38M in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.