Optimum Investment Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Optimum Investment Advisors’s Portfolio IGOV Stock Details IGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$10K	–	976
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	796
2019 Q2	$10K	Hold	200	–	–	﹤0.01%	783
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	808
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	756
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	839
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	842
2018 Q1	$10K	Buy	+200	New	+$10.2K	﹤0.01%	824
2015 Q1	$11K	Hold	250	–	–	﹤0.01%	792
2014 Q4	$12K	Hold	250	–	–	﹤0.01%	817
2014 Q3	$12K	Hold	250	–	–	﹤0.01%	734
2014 Q2	$13K	Hold	250	–	–	﹤0.01%	733
2014 Q1	$13K	Hold	250	–	–	﹤0.01%	570
2013 Q4	$13K	Hold	250	–	–	﹤0.01%	577
2013 Q3	$13K	Buy	+250	New	+$12.3K	0.01%	549

Other funds holding IGOV

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's IGOV Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2019, closing a stake of 200 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in IGOV in Q3 2013 and held it in 14 quarters. The position peaked at $13K in Q2 2014. 111 funds tracked by Wall St. Rank hold IGOV as of Q4 2019.

Optimum Investment Advisors reported no remaining iShares International Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 200 iShares International Treasury Bond ETF shares in Q4 2019, an estimated $10K.
Optimum Investment Advisors first reported a position in iShares International Treasury Bond ETF in Q3 2013 and held it in 14 quarters.
Optimum Investment Advisors's iShares International Treasury Bond ETF position peaked at $13K in Q2 2014.
111 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.