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

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Neuberger Berman Group

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SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return