Legacy Private Trust’s iShares International Treasury Bond ETF IGOV Stock Holding History

Legacy Private Trust’s Portfolio IGOV Stock Details IGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,960	Closed	-$204K	–	225
2018 Q1	$204K	Sell	3,960 -210	-5%	-$10.7K	0.02%	228
2017 Q4	$208K	Sell	4,170 -210	-5%	-$10.3K	0.02%	226
2017 Q3	$216K	Sell	4,380 -3,968	-48%	-$195K	0.03%	223
2017 Q2	$399K	Buy	+8,348	New	+$392K	0.05%	178
2016 Q4	–	Sell	-41,374	Closed	-$2.08M	–	245
2016 Q3	$2.08M	Buy	41,374 +4,614	+13%	+$231K	0.28%	99
2016 Q2	$1.83M	Buy	+36,760	New	+$1.8M	0.27%	98

Other funds holding IGOV

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return