Deane Retirement Strategies, Inc. SGOV holdings history
ISHARES 0-3 MONTH TREASURY B · CUSIP 46436E718 · CIK 1659346
As of 2026-06-30, Deane Retirement Strategies, Inc. reported 1.72K SGOV (shares), valued at $172.80K, or 0.07% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 92.74%; reported value decreased 92.74%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.07% | 1,717 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 0.96% | 23,647 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 6.48% | 143,694 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 2.21% | 46,065 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 4.81% | 95,356 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 5.95% | 121,117 | SEC filing ↗Filed Oct 3, 2024 |
| Q2 2024 | 7.17% | 139,550 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 4.11% | 80,473 | SEC filing ↗Filed Apr 9, 2024 |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 4.11% | 80,473 | $8.10M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 9, 2024 |
| Q2 2024 | 7.17% | 139,550 | $13.97M | Shares increased 73.41%; reported value increased 72.42%, and weight changed +3.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 5.95% | 121,117 | $12.20M | Shares decreased 13.21%; reported value decreased 12.70%, and weight changed -1.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2024 |
| Q4 2024 | 4.81% | 95,356 | $9.57M | Shares decreased 21.27%; reported value decreased 21.58%, and weight changed -1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 2.21% | 46,065 | $4.64M | Shares decreased 51.69%; reported value decreased 51.52%, and weight changed -2.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 6.48% | 143,694 | $14.47M | Shares increased 211.94%; reported value increased 212.00%, and weight changed +4.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 0.96% | 23,647 | $2.38M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 0.07% | 1,717 | $172.80K | Shares decreased 92.74%; reported value decreased 92.74%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.