Summa Corp. »

iShares Lehman 1-3 Year Treas.Bond shares owned by Summa Corp.

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Summa Corp. from 13F filings

Historical chart of Summa Corp. investment in iShares Lehman 1-3 Year Treas.Bond

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 2025490k492k494k496k498k59995,999.560006,000.56001
Value ($)Share countHistorical SHY position of Summa Corp. Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Summa Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Summa Corp.

Quarter filed Position value Share count Share price at filing
2025-03-31 $496k 6.0k 82.73
2024-12-31 $492k 6.0k 81.98
2024-09-30 $499k 6.0k 83.15
2024-06-30 $490k 6.0k 81.65
2024-03-31 $491k 6.0k 81.78
2023-12-31 $492k 6.0k 82.04

More positions owned by Summa Corp.

NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Alibaba Group Hldg Sponsored Ads (BABA)
Qualcomm (QCOM)
Valero Energy Corporation (VLO)
Apa Corporation (APA)
Oportun Finl Corp (OPRT)
Marvell Technology (MRVL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Uber Technologies (UBER)
Devon Energy Corporation (DVN)
Amazon (AMZN)
Wal-Mart Stores (WMT)

View all positions for Summa Corp.

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
UBS Group
Bank Of Montreal
Raymond James Financial
Envestnet Asset Management
Bank of New York Mellon
Assetmark
PineBridge Investments
Ameriprise Financial

View all funds holding iShares Lehman 1-3 Year Treas.Bond