Ishares Tr 0-5yr invt gr cp shares owned by Summit Financial
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Ishares Tr 0-5yr invt gr cp
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 92k | 49.22 |
| 2023-12-31 | $5.3M | 108k | 49.20 |
| 2023-09-30 | $5.2M | 108k | 48.00 |
| 2023-06-30 | $4.9M | 102k | 48.21 |
| 2023-03-31 | $665k | 14k | 48.48 |
| 2022-12-31 | $656k | 14k | 47.86 |
| 2022-09-30 | $809k | 17k | 47.40 |
| 2022-06-30 | $856k | 18k | 48.46 |
| 2022-03-31 | $876k | 18k | 49.36 |
| 2021-12-31 | $935k | 18k | 51.05 |
| 2021-09-30 | $696k | 14k | 51.68 |
| 2021-06-30 | $822k | 16k | 51.83 |
| 2021-03-31 | $808k | 16k | 51.78 |
| 2020-12-31 | $809k | 16k | 52.22 |