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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

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Optimum Investment Advisors's SHV Position: Q3 2021 in Review

Optimum Investment Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 700 shares — an estimated $77K sold.

Optimum Investment Advisors first reported a position in SHV in Q1 2020 and held it in 6 quarters. The position peaked at $144K in Q2 2020. 423 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • Optimum Investment Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 700 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $77K.
  • Optimum Investment Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 6 quarters.
  • Optimum Investment Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $144K in Q2 2020.
  • 423 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.