Peak Retirement Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Peak Retirement Planning, Inc.

$355 Billion
Q3 2025

A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 524,601 shares of SGOV stock, worth $52.7 Million. This represents 14.88% of its overall portfolio holdings.

Number of Shares

524,601

Previous 517,813 1.31%

Holding current value

$52.7 Million

Previous $52.1 Billion 1.32%

% of portfolio

14.88%

Previous 21.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$100.37 - $100.74 $681,311 - $683,823	6,788 Added 1.31%	524,601 $52.8 Billion
Q2 2025 Nov 04, 2025	BUY	$100.35 - $100.71 $26.4 Million - $26.5 Million	263,155 Added 103.34%	517,813 $52.1 Billion
Q1 2025 Nov 04, 2025	BUY	$100.34 - $100.68 $8.8 Million - $8.83 Million	87,686 Added 52.52%	254,658 $25.6 Billion
Q4 2024 Feb 20, 2025	BUY	$100.16 - $100.7 $16.7 Million - $16.8 Million	166,972 New	166,972 $16.8 Billion

Others Institutions Holding SGOV

# of Institutions

1,067

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Peak Retirement Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History