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Ishares 0-3 Month Treasury Bd Etf shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 100.72
2024-06-30 $619k 6.1k 100.71
2023-09-30 $1.7M 17k 100.67

More positions owned by Legacy Capital Wealth Partners

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First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
EOG Resources (EOG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Gap (GAP)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Legacy Capital Wealth Partners

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial
Raymond James & Associates
Partners Capital Investment Group
NorthRock Partners
Jpmorgan Chase & Co
Woodley Farra Manion Portfolio Management
MAI Wealth Advisors
Confluence Investment Management
GM Advisory
Northwestern Mutual Wealth Management Company
Geneos Wealth Management
Cambridge Investment Research Advisors

View all funds holding Ishares 0-3 Month Treasury Bd Etf