Retirement Capital Strategies Purchases and Sells in Q1 2025

Retirement Capital Strategies

$250 Million
Q1 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GBIL	83.1K + 830.75%	$99.85 - $100.19 $8.3M - $8.33M	93.1K $9.33M
AGG	28.9K + 40.34%	$95.85 - $99.25 $2.77M - $2.87M	101K $9.95M
IUSB	33.8K + 20.06%	$44.72 - $46.25 $1.51M - $1.56M	202K $9.31M
EAGG	33.7K + 288.6%	$45.92 - $47.58 $1.55M - $1.61M	45.4K $2.16M
NUBD	70.2K + 356.79%	$21.49 - $22.24 $1.51M - $1.56M	89.9K $1.99M
SPMB	7.73K + 77.55%	$21.23 - $22.14 $164K - $171K	17.7K $390K

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWI	204K New	$115.16 - $124.13 $23.5M - $25.3M	204K $23.8M
BIV	128K New	$73.78 - $76.59 $9.45M - $9.81M	128K $9.81M
TLH	61.5K New	$97.25 - $104.79 $5.98M - $6.44M	61.5K $6.38M
TLT	50.4K New	$85.29 - $92.57 $4.3M - $4.66M	50.4K $4.59M
IEFA	56.8K New	$69.57 - $78.65 $3.95M - $4.47M	56.8K $4.3M
HDV	33.2K New	$110.86 - $121.12 $3.68M - $4.02M	33.2K $4.02M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	-116K - 72.43%	$99.16 - $99.52 $11.5M - $11.6M	44.2K $4.4M
EUSB	-135K - 72.67%	$42.05 - $43.43 $5.66M - $5.85M	50.6K $2.19M
BIL	-44.6K - 32.22%	$91.45 - $91.75 $4.08M - $4.09M	93.9K $8.61M
SGOV	-25.4K - 21.16%	$100.34 - $100.68 $2.55M - $2.56M	94.6K $9.52M
SUSA	-13.8K - 76.1%	$113.22 - $126.36 $1.57M - $1.75M	4.35K $499K
XVV	-25.5K - 49.76%	$42.24 - $47.29 $1.08M - $1.2M	25.7K $1.1M

Activity Summary All Purchases 35 New Holdings 19 Increased Positions 16 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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