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

Legacy Wealth 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 		$53.1M Buy
527,772
+60,592
+13% +$6.09M 23% 1
2026
Q1 		$47M Buy
467,180
+264,851
+131% +$26.6M 24% 1
2025
Q4 		$20.3M Buy
+202,329
New +$20.3M 13.41% 2

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Legacy Wealth Advisors increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q2 2026, buying an estimated $6.09M and bringing the position to 527,772 shares worth $53.1M. The position accounts for 23% of the portfolio, ranked #1.

Legacy Wealth Advisors first reported a position in SGOV in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Legacy Wealth Advisors held 527,772 shares of iShares 0-3 Month Treasury Bond ETF worth $53.1M as of Q2 2026.
  • Legacy Wealth Advisors bought 60,592 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $6.09M.
  • iShares 0-3 Month Treasury Bond ETF made up 23% of Legacy Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Legacy Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.