iShares Barclays 20+ Yr Treas.Bond shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Barclays 20+ Yr Treas.Bond
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Quarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 454k | 89.37 |
| 2025-06-30 | $44M | 498k | 88.25 |
| 2025-03-31 | $28M | 311k | 91.03 |
| 2024-12-31 | $8.1M | 93k | 87.33 |
| 2024-09-30 | $13M | 130k | 98.10 |
| 2024-06-30 | $13M | 139k | 91.78 |
| 2024-03-31 | $9.7M | 102k | 94.62 |
| 2023-12-31 | $6.8M | 68k | 98.88 |
| 2023-09-30 | $7.3M | 82k | 88.69 |
| 2023-06-30 | $8.3M | 81k | 102.94 |
| 2023-03-31 | $251k | 2.4k | 106.37 |
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