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 $617B AUM 30.33% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

PCA

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

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Legacy Private Trust's IGOV Position: Q2 2018 in Review

Legacy Private Trust sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2018, closing a stake of 3,960 shares — an estimated $204K sold.

Legacy Private Trust first reported a position in IGOV in Q2 2016 and held it in 6 quarters. The position peaked at $2.08M in Q3 2016. 112 funds tracked by Wall St. Rank hold IGOV as of Q2 2018.

Legacy Private Trust reported no remaining iShares International Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
Legacy Private Trust sold 3,960 iShares International Treasury Bond ETF shares in Q2 2018, an estimated $204K.
Legacy Private Trust first reported a position in iShares International Treasury Bond ETF in Q2 2016 and held it in 6 quarters.
Legacy Private Trust's iShares International Treasury Bond ETF position peaked at $2.08M in Q3 2016.
112 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2018.

Based on Legacy Private Trust's 13F filing for Q2 2018, filed 13 Jul 2018.