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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 		$1.19M Buy
11,858
+3,289
+38% +$331K 0.16% 75
2026
Q1 		$863K Sell
8,569
-1,016
-11% -$102K 0.09% 101
2025
Q4 		$962K Buy
+9,585
New +$963K 0.11% 98

Other funds holding SGOV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WC
Westerkirk Capital Victoria $1.04B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Legacy Edge Advisors's SGOV Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q2 2026, buying an estimated $331K and bringing the position to 11,858 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #75.

Legacy Edge Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Legacy Edge Advisors held 11,858 shares of iShares 0-3 Month Treasury Bond ETF worth $1.19M as of Q2 2026.
  • Legacy Edge Advisors bought 3,289 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.16% of Legacy Edge Advisors's portfolio in Q2 2026, its #75 holding.
  • Legacy Edge Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 926 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.