Optimum Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Buy |
9,166
+237
| +3% | +$5.43K | 0.08% | 182 |
|
|
2025
Q2 | $205K | Buy |
8,929
+224
| +3% | +$5.1K | 0.09% | 173 |
|
|
2025
Q1 | $200K | Buy |
8,705
+219
| +3% | +$4.96K | 0.09% | 170 |
|
|
2024
Q4 | $195K | Buy |
8,486
+181
| +2% | +$4.13K | 0.09% | 174 |
|
|
2024
Q3 | $195K | Buy |
8,305
+205
| +3% | +$4.75K | 0.08% | 192 |
|
|
2024
Q2 | $183K | Buy |
8,100
+214
| +3% | +$4.8K | 0.08% | 191 |
|
|
2024
Q1 | $180K | Buy |
7,886
+169
| +2% | +$3.84K | 0.08% | 197 |
|
|
2023
Q4 | $178K | Sell |
7,717
-38,492
| -83% | -$857K | 0.09% | 193 |
|
|
2023
Q3 | $1.02M | Buy |
46,209
+1,557
| +3% | +$35K | 0.52% | 43 |
|
|
2023
Q2 | $1.02M | Sell |
44,652
-185
| -0.4% | -$4.29K | 0.5% | 47 |
|
|
2023
Q1 | $1.05M | Buy |
44,837
+142
| +0.3% | +$3.28K | 0.55% | 38 |
|
|
2022
Q4 | $1.02M | Buy |
44,695
+186
| +0.4% | +$4.23K | 0.55% | 42 |
|
|
2022
Q3 | $1.01M | Buy |
44,509
+134
| +0.3% | +$3.17K | 0.54% | 42 |
|
|
2022
Q2 | $1.06M | Buy |
44,375
+4,124
| +10% | +$99.2K | 0.53% | 45 |
|
|
2022
Q1 | $1M | Buy |
40,251
+95
| +0.2% | +$2.43K | 0.42% | 51 |
|
|
2021
Q4 | $1.07M | Sell |
40,156
-223
| -0.6% | -$5.9K | 0.42% | 50 |
|
|
2021
Q3 | $1.07M | Buy |
40,379
+578
| +1% | +$15.5K | 0.45% | 49 |
|
|
2021
Q2 | $1.06M | Buy |
39,801
+75
| +0.2% | +$1.98K | 0.33% | 64 |
|
|
2021
Q1 | $1.04M | Buy |
39,726
+61
| +0.2% | +$1.63K | 0.3% | 74 |
|
|
2020
Q4 | $1.08M | Buy |
39,665
+189
| +0.5% | +$5.21K | 0.33% | 71 |
|
|
2020
Q3 | $1.1M | Buy |
39,476
+66
| +0.2% | +$1.85K | 0.37% | 61 |
|
|
2020
Q2 | $1.1M | Sell |
39,410
-337
| -0.8% | -$9.43K | 0.38% | 58 |
|
|
2020
Q1 | $1.11M | Sell |
39,747
-51
| -0.1% | -$1.37K | 0.46% | 51 |
|
|
2019
Q4 | $1.03M | Buy |
39,798
+2,101
| +6% | +$54.9K | 0.31% | 84 |
|
|
2019
Q3 | $992K | Buy |
37,697
+18,584
| +97% | +$485K | 0.31% | 82 |
|
|
2019
Q2 | $493K | Sell |
19,113
-14,391
| -43% | -$364K | 0.16% | 154 |
|
|
2019
Q1 | $846K | Buy |
33,504
+69
| +0.2% | +$1.72K | 0.28% | 87 |
|
|
2018
Q4 | $824K | Buy |
33,435
+150
| +0.5% | +$3.65K | 0.28% | 88 |
|
|
2018
Q3 | $810K | Buy |
33,285
+155
| +0.5% | +$3.8K | 0.22% | 115 |
|
|
2018
Q2 | $816K | Hold |
33,130
| – | – | 0.24% | 112 |
|
|
2018
Q1 | $818K | Sell |
33,130
-1,700
| -5% | -$41.9K | 0.24% | 109 |
|
|
2017
Q4 | $874K | Buy |
34,830
+10,000
| +40% | +$252K | 0.28% | 107 |
|
|
2017
Q3 | $627K | Hold |
24,830
| – | – | 0.21% | 139 |
|
|
2017
Q2 | $627K | Hold |
24,830
| – | – | 0.22% | 137 |
|
|
2017
Q1 | $622K | Sell |
24,830
-330
| -1% | -$8.24K | 0.22% | 134 |
|
|
2016
Q4 | $627K | Buy |
25,160
+16,850
| +203% | +$427K | 0.24% | 118 |
|
|
2016
Q3 | $217K | Sell |
8,310
-4,200
| -34% | -$110K | 0.08% | 258 |
|
|
2016
Q2 | $328K | Sell |
12,510
-350
| -3% | -$9.04K | 0.13% | 198 |
|
|
2016
Q1 | $332K | Buy |
12,860
+4,150
| +48% | +$106K | 0.13% | 192 |
|
|
2015
Q4 | $218K | Sell |
8,710
-1,065
| -11% | -$26.9K | 0.08% | 253 |
|
|
2015
Q3 | $248K | Buy |
+9,775
| New | +$246K | 0.1% | 222 |
|
|
2015
Q1 | $791K | Sell |
30,950
-25,100
| -45% | -$639K | 0.25% | 111 |
|
|
2014
Q4 | $880K | Buy |
+56,050
| New | +$1.41M | 0.28% | 92 |
|
Other funds holding GOVT
Optimum Investment Advisors's GOVT Position: Q3 2025 in Review
Optimum Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 2.7% in Q3 2025, buying an estimated $5.43K and bringing the position to 9,166 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #182.
Optimum Investment Advisors first reported a position in GOVT in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.11M in Q1 2020. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.
- Optimum Investment Advisors held 9,166 shares of iShares US Treasury Bond ETF worth $212K as of Q3 2025.
- Optimum Investment Advisors bought 237 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $5.43K.
- iShares US Treasury Bond ETF made up 0.08% of Optimum Investment Advisors's portfolio in Q3 2025, its #182 holding.
- Optimum Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2014 and has held it in 43 quarters since.
- Optimum Investment Advisors's iShares US Treasury Bond ETF position peaked at $1.11M in Q1 2020.
- 787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.