Legacy Investment Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$341K	Buy	+3,386	New	+$340K	0.18%	62

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Legacy Investment Solutions's SGOV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025: 3,386 shares worth $341K. The stake represents 0.18% of the portfolio and ranks #62 among its holdings.

922 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Legacy Investment Solutions held 3,386 shares of iShares 0-3 Month Treasury Bond ETF worth $341K as of Q2 2025.
iShares 0-3 Month Treasury Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.18% of Legacy Investment Solutions's portfolio in Q2 2025, its #62 holding.
922 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.