ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

Note: Option positions (PUT/CALL) are excluded.

Q3 2022
Shares 123,445 Value ($000) $10,025 Avg Close Range
Q2 2022
Shares 4,716 Value ($000) $390 Avg Close Range
Q1 2022
Shares 4,829 Value ($000) $403 Avg Close Range
Q4 2021
Shares 5,478 Value ($000) $469 Avg Close Range
Q3 2021
Shares 5,000 Value ($000) $431 Avg Close Range
Q2 2021
Shares 5,045 Value ($000) $435 Avg Close Range
Q1 2021
Shares 4,938 Value ($000) $426 Avg Close Range
Q4 2020
Shares 3,961 Value ($000) $342 Avg Close Range
Q3 2020
Shares 3,776 Value ($000) $327 Avg Close Range
Q2 2020
Shares 3,639 Value ($000) $315 Avg Close Range
Q1 2020
Shares 4,485 Value ($000) $389 Avg Close Range
Q4 2019
Shares 4,480 Value ($000) $379 Avg Close Range
Q3 2019
Shares 3,684 Value ($000) $312 Avg Close Range
Q2 2019
Shares 3,481 Value ($000) $295 Avg Close Range