Number of Shares
143,694.00
Current Holdings Value*
$14.47 Mil
% of Portfolio
6.48%
Total Estimate Gain
$12,804.46
% of Total Estimate Gain
0.05%

Deane Retirement Strategies, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-06-30, Deane Retirement Strategies, Inc. held 143,694.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $14.47 Mil. This investment constitutes 6.48% of their stock portfolio, and Deane Retirement Strategies, Inc. now holds 0.03% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2024Q1. And since then Deane Retirement Strategies, Inc. has made 3 purchases of SGOV, at an average price of $100.52, for a total of 237,179.00 shares. In addition, there have been 3 sales at an average price of $100.50 for 93,485.00 shares. Based on historical transaction data and SGOV's current price of $100.63, Deane Retirement Strategies, Inc.'s estimated gain on his SGOV holdings is $12,804.46, reflecting a 0.05% gain to date.

Deane Retirement Strategies, Inc. SGOV ($100.63) Holding Chart

Deane Retirement Strategies, Inc. SGOV ($100.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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