Number of Shares
17,021.00
Current Holdings Value*
$387,570.00
% of Portfolio
0.14%
Total Estimate Gain
$-141,075.06
% of Total Estimate Gain
-10.99%

SUMMIT FINANCIAL GROUP, INC.'s iShares U.S. Treasury Bond ETF Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 17,021.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $387,570.00. This investment constitutes 0.14% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2020Q3. And since then SUMMIT FINANCIAL GROUP, INC. has made 3 purchases of GOVT, at an average price of $26.42, for a total of 48,567.00 shares. In addition, there have been 4 sales at an average price of $23.96 for 31,546.00 shares. Based on historical transaction data and GOVT's current price of $22.71, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his GOVT holdings is $-141,075.06, reflecting a -10.99% gain to date.

SUMMIT FINANCIAL GROUP, INC. GOVT ($22.71) Holding Chart

SUMMIT FINANCIAL GROUP, INC. GOVT ($22.71) 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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