OIA
Optimum Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
6,934
+1,455
| +27% | +$121K | 0.25% | 78 |
|
|
2025
Q1 | $453K | Buy |
5,479
+2,480
| +83% | +$205K | 0.21% | 100 |
|
|
2024
Q4 | $246K | Sell |
2,999
-186
| -6% | -$15.2K | 0.11% | 155 |
|
|
2024
Q3 | $265K | Buy |
3,185
+60
| +2% | +$4.99K | 0.11% | 163 |
|
|
2024
Q2 | $255K | Sell |
3,125
-253
| -7% | -$20.7K | 0.11% | 163 |
|
|
2024
Q1 | $276K | Sell |
3,378
-133
| -4% | -$10.9K | 0.13% | 159 |
|
|
2023
Q4 | $288K | Sell |
3,511
-4,689
| -57% | -$385K | 0.14% | 151 |
|
|
2023
Q3 | $664K | Buy |
8,200
+301
| +4% | +$24.4K | 0.34% | 73 |
|
|
2023
Q2 | $640K | Buy |
7,899
+41
| +0.5% | +$3.32K | 0.31% | 76 |
|
|
2023
Q1 | $646K | Buy |
7,858
+42
| +0.5% | +$3.45K | 0.34% | 70 |
|
|
2022
Q4 | $634K | Buy |
7,816
+1,409
| +22% | +$114K | 0.34% | 69 |
|
|
2022
Q3 | $520K | Sell |
6,407
-87
| -1% | -$7.06K | 0.28% | 82 |
|
|
2022
Q2 | $538K | Buy |
6,494
+959
| +17% | +$79.4K | 0.27% | 84 |
|
|
2022
Q1 | $461K | Buy |
5,535
+116
| +2% | +$9.66K | 0.19% | 115 |
|
|
2021
Q4 | $464K | Sell |
5,419
-6,168
| -53% | -$528K | 0.18% | 120 |
|
|
2021
Q3 | $998K | Buy |
11,587
+17
| +0.1% | +$1.46K | 0.42% | 53 |
|
|
2021
Q2 | $997K | Sell |
11,570
-630
| -5% | -$54.3K | 0.31% | 71 |
|
|
2021
Q1 | $1.05M | Sell |
12,200
-2,873
| -19% | -$248K | 0.31% | 71 |
|
|
2020
Q4 | $1.3M | Sell |
15,073
-1,215
| -7% | -$105K | 0.4% | 54 |
|
|
2020
Q3 | $1.41M | Sell |
16,288
-2,076
| -11% | -$180K | 0.47% | 49 |
|
|
2020
Q2 | $1.59M | Buy |
18,364
+1,356
| +8% | +$117K | 0.55% | 41 |
|
|
2020
Q1 | $1.47M | Buy |
17,008
+4,207
| +33% | +$365K | 0.6% | 35 |
|
|
2019
Q4 | $1.08M | Buy |
12,801
+4,199
| +49% | +$355K | 0.32% | 79 |
|
|
2019
Q3 | $730K | Buy |
8,602
+2,291
| +36% | +$194K | 0.23% | 113 |
|
|
2019
Q2 | $535K | Sell |
6,311
-484
| -7% | -$41K | 0.17% | 143 |
|
|
2019
Q1 | $572K | Buy |
6,795
+1,500
| +28% | +$126K | 0.19% | 133 |
|
|
2018
Q4 | $443K | Buy |
5,295
+358
| +7% | +$30K | 0.15% | 157 |
|
|
2018
Q3 | $410K | Sell |
4,937
-2,978
| -38% | -$247K | 0.11% | 180 |
|
|
2018
Q2 | $660K | Buy |
7,915
+18
| +0.2% | +$1.5K | 0.19% | 131 |
|
|
2018
Q1 | $660K | Sell |
7,897
-273
| -3% | -$22.8K | 0.19% | 130 |
|
|
2017
Q4 | $685K | Sell |
8,170
-6,568
| -45% | -$551K | 0.22% | 136 |
|
|
2017
Q3 | $1.25M | Sell |
14,738
-174
| -1% | -$14.7K | 0.42% | 64 |
|
|
2017
Q2 | $1.26M | Sell |
14,912
-80
| -0.5% | -$6.76K | 0.44% | 64 |
|
|
2017
Q1 | $1.27M | Buy |
14,992
+44
| +0.3% | +$3.72K | 0.45% | 62 |
|
|
2016
Q4 | $1.26M | Buy |
14,948
+9,563
| +178% | +$807K | 0.47% | 61 |
|
|
2016
Q3 | $458K | Sell |
5,385
-506
| -9% | -$43K | 0.17% | 163 |
|
|
2016
Q2 | $503K | Buy |
5,891
+51
| +0.9% | +$4.36K | 0.2% | 145 |
|
|
2016
Q1 | $497K | Sell |
5,840
-1,120
| -16% | -$95.3K | 0.2% | 146 |
|
|
2015
Q4 | $587K | Sell |
6,960
-177
| -2% | -$14.9K | 0.23% | 128 |
|
|
2015
Q3 | $607K | Buy |
+7,137
| New | +$607K | 0.25% | 122 |
|
|
2015
Q1 | $439K | Sell |
5,171
-550
| -10% | -$46.7K | 0.14% | 169 |
|
|
2014
Q4 | $483K | Sell |
5,721
-4,026
| -41% | -$340K | 0.16% | 156 |
|
|
2014
Q3 | $824K | Buy |
9,747
+800
| +9% | +$67.6K | 0.27% | 100 |
|
|
2014
Q2 | $757K | Sell |
8,947
-2,260
| -20% | -$191K | 0.25% | 114 |
|
|
2014
Q1 | $946K | Buy |
11,207
+35
| +0.3% | +$2.95K | 0.36% | 77 |
|
|
2013
Q4 | $943K | Buy |
11,172
+144
| +1% | +$12.2K | 0.35% | 75 |
|
|
2013
Q3 | $932K | Buy |
+11,028
| New | +$932K | 0.38% | 74 |
|