ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q3 2024
Shares 2,384 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,963 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 9,117 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 1,050,745 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 53,484 Value ($000) $5,912 Avg Close — Range —
Q3 2020
Shares 62,656 Value ($000) $6,936 Avg Close — Range —
Q2 2020
Shares 78,682 Value ($000) $8,713 Avg Close — Range —
Q1 2020
Shares 85,806 Value ($000) $9,526 Avg Close — Range —
Q4 2019
Shares 81,688 Value ($000) $9,023 Avg Close — Range —