SC
Summa Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
9,690
+3,690
| +62% | +$306K | 0.42% | 24 |
|
|
2025
Q1 | $496K | Hold |
6,000
| – | – | 0.29% | 38 |
|
|
2024
Q4 | $492K | Hold |
6,000
| – | – | 0.24% | 39 |
|
|
2024
Q3 | $499K | Hold |
6,000
| – | – | 0.24% | 38 |
|
|
2024
Q2 | $490K | Hold |
6,000
| – | – | 0.24% | 38 |
|
|
2024
Q1 | $491K | Hold |
6,000
| – | – | 0.27% | 37 |
|
|
2023
Q4 | $492K | Buy |
+6,000
| New | +$492K | 0.34% | 36 |
|