Summit Financial’s Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 TVC Stock Holding History

Summit Financial’s Portfolio TVC Stock Details TVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-41,356	Closed	-$968K	–	1265
2025 Q2	$968K	Buy	41,356 +1,227	+3%	+$28.9K	0.02%	417
2025 Q1	$954K	Buy	40,129 +650	+2%	+$15.1K	0.03%	385
2024 Q4	$889K	Buy	39,479 +1,873	+5%	+$42.8K	0.03%	337
2024 Q3	$862K	Buy	37,606 +1,687	+5%	+$38.6K	0.03%	287
2024 Q2	$815K	Buy	35,919 +11,523	+47%	+$255K	0.04%	260
2024 Q1	$540K	Buy	+24,396	New	+$546K	0.03%	243

Other funds holding TVC

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return

Summit Financial's TVC Position: Q3 2025 in Review

Summit Financial sold out of Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 (TVC) in Q3 2025, closing a stake of 41,356 shares — an estimated $968K sold.

Summit Financial first reported a position in TVC in Q1 2024 and held it in 6 quarters. The position peaked at $968K in Q2 2025. 2 funds tracked by Wall St. Rank hold TVC as of Q3 2025.

Summit Financial reported no remaining Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 41,356 Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 shares in Q3 2025, an estimated $968K.
Summit Financial first reported a position in Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 in Q1 2024 and held it in 6 quarters.
Summit Financial's Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 position peaked at $968K in Q2 2025.
2 funds tracked by Wall St. Rank held Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.