iShares Lehman 1-3 Year Treas.Bond shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 18k | 81.78 |
| 2023-12-31 | $1.6M | 20k | 82.04 |
| 2023-09-30 | $1.7M | 21k | 80.97 |
| 2023-06-30 | $2.0M | 24k | 81.08 |
| 2023-03-31 | $2.4M | 30k | 82.16 |
| 2022-12-31 | $2.4M | 30k | 81.18 |
| 2022-09-30 | $3.5M | 43k | 81.20 |
| 2022-06-30 | $4.6M | 55k | 82.80 |
| 2022-03-31 | $4.6M | 55k | 83.34 |
| 2021-12-31 | $5.2M | 61k | 85.53 |
| 2021-09-30 | $5.6M | 65k | 86.14 |
| 2021-06-30 | $5.4M | 63k | 86.15 |
| 2021-03-31 | $4.1M | 48k | 86.25 |
| 2020-12-31 | $2.1M | 25k | 86.38 |
| 2020-09-30 | $1.2M | 14k | 86.51 |
| 2020-06-30 | $1.4M | 17k | 86.59 |
| 2020-03-31 | $748k | 8.6k | 86.62 |
| 2019-12-31 | $594k | 7.0k | 84.68 |
| 2019-09-30 | $700k | 8.2k | 84.89 |
| 2019-06-30 | $969k | 11k | 84.80 |
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