Ishares Tr cmn shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Ishares Tr cmn
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Quarterly reported holdings in Ishares Tr cmn by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 68k | 23.12 |
| 2025-06-30 | $1.7M | 72k | 22.98 |
| 2025-03-31 | $1.7M | 74k | 22.99 |
| 2024-12-31 | $1.6M | 71k | 22.98 |
| 2024-09-30 | $992k | 42k | 23.45 |
| 2024-06-30 | $878k | 39k | 22.56 |
| 2024-03-31 | $945k | 42k | 22.78 |
| 2023-12-31 | $911k | 40k | 23.04 |
| 2023-09-30 | $878k | 40k | 22.03 |
| 2023-06-30 | $900k | 39k | 22.90 |
| 2023-03-31 | $49k | 1.1M | 0.04 |
| 2022-12-31 | $1.1M | 48k | 22.73 |
| 2022-09-30 | $1.2M | 54k | 22.76 |
| 2022-06-30 | $1.2M | 48k | 23.90 |
| 2022-03-31 | $1.1M | 46k | 24.92 |
| 2021-12-31 | $1.2M | 43k | 26.69 |
| 2021-06-30 | $448k | 17k | 26.61 |
| 2021-03-31 | $148k | 5.7k | 26.19 |