Peak Retirement Planning, Inc. SGOV Holdings History
Number of Shares
166,972.00
Current Holdings Value*
$16.77 Mil
% of Portfolio
11.33%
Total Estimate Gain
$31,724.68
% of Total Estimate Gain
0.19%
Peak Retirement Planning, Inc.'s iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 166,972.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $16.77 Mil. This investment constitutes 11.33% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.05% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SGOV's current price of $100.64, Peak Retirement Planning, Inc.'s estimated gain on his SGOV holdings is $31,724.68, reflecting a 0.19% gain to date.
Peak Retirement Planning, Inc. SGOV ($100.64) Holding Chart
Peak Retirement Planning, Inc. SGOV ($100.64) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers