OIA
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Optimum Investment Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Optimum Investment Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-700
Closed -$77K – 918
2021
Q2 		$77K Hold
700
– – 0.02% 424
2021
Q1 		$77K Sell
700
-100
-13% -$11.1K 0.02% 419
2020
Q4 		$88K Sell
800
-100
-11% -$11.1K 0.03% 373
2020
Q3 		$100K Sell
900
-400
-31% -$44.3K 0.03% 336
2020
Q2 		$144K Hold
1,300
– – 0.05% 274
2020
Q1 		$144K Buy
+1,300
New +$144K 0.06% 255

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PC
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CRG
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Bank of America
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