RETIREMENT CAPITAL STRATEGIES SGOV Holdings History
RETIREMENT CAPITAL STRATEGIES's iShares 0-3 Month Treasury Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 94,606.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $9.52 Mil. This investment constitutes 3.72% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.02% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.
The initial trade took place in 2021Q4. And since then RETIREMENT CAPITAL STRATEGIES has made 7 purchases of SGOV, at an average price of $100.00, for a total of 716,277.00 shares. In addition, there have been 7 sales at an average price of $99.94 for 621,671.00 shares. Based on historical transaction data and SGOV's current price of $100.59, RETIREMENT CAPITAL STRATEGIES's estimated gain on his SGOV holdings is $17,242.54, reflecting a 0.02% gain to date.
RETIREMENT CAPITAL STRATEGIES SGOV ($100.59) Holding Chart
RETIREMENT CAPITAL STRATEGIES SGOV ($100.59) 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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