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

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

Historical chart of Legacy Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $47M 467k 100.66

More positions owned by Legacy Wealth Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
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Apple (AAPL)
NVIDIA Corporation (NVDA)
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Ab Active Etfs Ultra Short Incm (YEAR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Legacy Wealth Advisors

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
Howard Capital Management
Morgan Stanley
UBS Group
Atlantic Trust
CIBC Bancorp USA
HPM Partners
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
GM Advisory

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