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

Legacy Wealth Asset Management’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
2022
Q4 		– Sell
-13,392
Closed -$1.34M – 343
2022
Q3 		$1.34M Hold
13,392
– – 0.59% 39
2022
Q2 		$1.34M Buy
+13,392
New +$1.34M 0.54% 40

Other funds holding SGOV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Legacy Wealth Asset Management's SGOV Position: Q4 2022 in Review

Legacy Wealth Asset Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q4 2022, closing a stake of 13,392 shares — an estimated $1.34M sold.

Legacy Wealth Asset Management first reported a position in SGOV in Q2 2022 and held it in 2 quarters. The position peaked at $1.34M in Q3 2022. 273 funds tracked by Wall St. Rank hold SGOV as of Q4 2022.

  • Legacy Wealth Asset Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 13,392 iShares 0-3 Month Treasury Bond ETF shares in Q4 2022, an estimated $1.34M.
  • Legacy Wealth Asset Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2022 and held it in 2 quarters.
  • Legacy Wealth Asset Management's iShares 0-3 Month Treasury Bond ETF position peaked at $1.34M in Q3 2022.
  • 273 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q4 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.