Retirement Capital Strategies Purchases in Q2 2025

Retirement Capital Strategies

  • $231 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
237K
New
$103.16 - $128.52 $24.5M - $30.5M
237K $30.5M
VTI
Vanguard Total Stock Market Et

ETFs
67.7K
+ 1273.88%
$243.75 - $303.93 $16.5M - $20.6M
73K $22.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
99.7K
+ 77.85%
$75.05 - $77.34 $7.48M - $7.71M
228K $17.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75K
+ 74.56%
$96.84 - $99.46 $7.26M - $7.46M
176K $17.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
97.4K
+ 1424.49%
$72.02 - $73.82 $7.02M - $7.19M
104K $7.68M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
92.1K
New
$50.29 - $50.56 $4.63M - $4.66M
92.1K $4.66M
IEF
Ishares Barclays

ETFs
35.6K
New
$93.15 - $96.56 $3.32M - $3.44M
35.6K $3.41M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
63.4K
+ 114.34%
$49.98 - $50.26 $3.17M - $3.19M
119K $5.96M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
24K
New
$116.93 - $119.39 $2.8M - $2.86M
24K $2.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
22.8K
New
$107.93 - $110.97 $2.46M - $2.53M
22.8K $2.51M
USFR
Wisdomtree Floating Rate Treas

ETFs
33.7K
+ 324.84%
$50.28 - $50.47 $1.7M - $1.7M
44.1K $2.22M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
15.1K
+ 34.17%
$99.1 - $99.49 $1.5M - $1.5M
59.3K $5.89M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.7K
New
$50.36 - $50.68 $1.29M - $1.3M
25.7K $1.3M
SHV
Ishares Tr

ETFs
6.99K
+ 154.0%
$110.06 - $110.46 $769K - $772K
11.5K $1.27M
TFLO
Ishares Treasury Floating Rate

ETFs
13.8K
+ 20.59%
$50.47 - $50.66 $696K - $699K
80.8K $4.09M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10.8K
+ 23.88%
$46.41 - $47.7 $504K - $517K
56.3K $2.68M
EUSB
Ishares Tr Esg Advanced Total

Technology
9.99K
+ 19.73%
$42.54 - $43.56 $425K - $435K
60.6K $2.64M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
18.8K
+ 20.87%
$21.71 - $22.3 $407K - $418K
109K $2.42M
AMZN
Amazon Com Inc

Consumer Cyclical
998
New
$167.32 - $223.3 $167K - $223K
998 $218K
MBB
Ishares Tr

ETFs
139
+ 5.55%
$91.41 - $94.22 $12.7K - $13.1K
2.64K $248K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
395
+ 2.23%
$21.55 - $22.2 $8.51K - $8.77K
18.1K $399K
Arista Networks Inc
49
+ 0.15%
N/A
32.1K $0
Ge Vernova Inc
505
New
N/A
505 $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
33.4K
+ 333.96%
N/A
43.4K $0
Rbb Fd Inc
63.3K
+ 316.78%
N/A
83.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
197K
+ 982.74%
N/A
217K $0
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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