Legacy Wealth Partners »

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

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

Historical chart of Legacy 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 Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2026-09-30 $11M 112k 100.68
2026-06-30 $615k 6.1k 100.66
2026-03-31 $24M 235k 100.66

More positions owned by Legacy Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Divid Etf (DIVB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Mrngstr Sml Cap (VB)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Legacy Wealth Partners

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Bank of America Corporation
LPL Financial
UBS Group
HPM Partners
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
Robinhood Asset Management
Jpmorgan Chase & Co
CIBC Bancorp USA
NorthRock Partners
Royal Bank of Canada
Wells Fargo & Company
Colony
Captrust Financial Advisors

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