SUMMITRY LLC IBTH Holdings History
SUMMITRY LLC's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-03-31, SUMMITRY LLC held 1.41 Mil shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $31.53 Mil. This investment constitutes 1.59% of their stock portfolio, and SUMMITRY LLC now holds 2.07% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2025Q1. And since then SUMMITRY LLC has made 1 purchases of IBTH, at an average price of $22.27, for a total of 1.41 Mil shares. Based on historical transaction data and IBTH's current price of $22.40, SUMMITRY LLC's estimated gain on his IBTH holdings is $182,814.97, reflecting a 0.58% gain to date.
SUMMITRY LLC IBTH ($22.40) Holding Chart
SUMMITRY LLC IBTH ($22.40) 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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