SUMMITRY LLC IBGA Holdings History
SUMMITRY LLC's iShares iBonds Dec 2044 Term Treasury ETF Holding Summary
As of 2025-03-31, SUMMITRY LLC held 1.40 Mil shares of iShares iBonds Dec 2044 Term Treasury ETF(IBGA), totaling $35.49 Mil. This investment constitutes 1.79% of their stock portfolio, and SUMMITRY LLC now holds 52.89% of the outstanding iShares iBonds Dec 2044 Term Treasury ETF(IBGA) stock.
The initial trade took place in 2024Q4. And since then SUMMITRY LLC has made 2 purchases of IBGA, at an average price of $25.20, for a total of 1.40 Mil shares. Based on historical transaction data and IBGA's current price of $24.01, SUMMITRY LLC's estimated gain on his IBGA holdings is $-1.67 Mil, reflecting a -4.72% gain to date.
SUMMITRY LLC IBGA ($24.01) Holding Chart
SUMMITRY LLC IBGA ($24.01) 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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