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Summa Corp’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Summa Corp’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,450
Closed -$381K – 83
2025
Q3 		$381K Sell
3,450
-452
-12% -$49.9K 0.17% 58
2025
Q2 		$323K Buy
3,902
+902
+30% +$99.5K 0.17% 59
2025
Q1 		$331K Buy
+3,000
New +$331K 0.19% 50

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Summa Corp's SHV Position: Q4 2025 in Review

Summa Corp sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2025, closing a stake of 3,450 shares — an estimated $381K sold.

Summa Corp first reported a position in SHV in Q1 2025 and held it in 3 quarters. The position peaked at $381K in Q3 2025. 709 funds tracked by Wall St. Rank hold SHV as of Q4 2025.

  • Summa Corp reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Summa Corp sold 3,450 iShares 0-1 Year Treasury Bond ETF shares in Q4 2025, an estimated $381K.
  • Summa Corp first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • Summa Corp's iShares 0-1 Year Treasury Bond ETF position peaked at $381K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2025.

Based on Summa Corp's 13F filing for Q4 2025, filed 21 Jan 2026.