Summa Corp. SHV Holdings History
Number of Shares
3,000.00
Current Holdings Value*
$331,380.00
% of Portfolio
0.19%
Total Estimate Gain
$150.00
% of Total Estimate Gain
0.05%
Summa Corp.'s iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Summa Corp. held 3,000.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $331,380.00. This investment constitutes 0.19% of their stock portfolio, and Summa Corp. now holds 0% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2025Q1. And since then Summa Corp. has made 1 purchases of SHV, at an average price of $110.29, for a total of 3,000.00 shares. Based on historical transaction data and SHV's current price of $110.34, Summa Corp.'s estimated gain on his SHV holdings is $150.00, reflecting a 0.05% gain to date.
Summa Corp. SHV ($110.34) Holding Chart
Summa Corp. SHV ($110.34) 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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