Summit Financial, LLC SHV Holdings History
Summit Financial, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 586,507.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $64.79 Mil. This investment constitutes 1.82% of their stock portfolio, and Summit Financial, LLC now holds 0.31% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q3. And since then Summit Financial, LLC has made 3 purchases of SHV, at an average price of $110.29, for a total of 650,442.00 shares. In addition, there have been 3 sales at an average price of $110.28 for 63,935.00 shares. Based on historical transaction data and SHV's current price of $110.42, Summit Financial, LLC's estimated gain on his SHV holdings is $72,760.49, reflecting a 0.10% gain to date.
Summit Financial, LLC SHV ($110.42) Holding Chart
Summit Financial, LLC SHV ($110.42) 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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