Optimum Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Sell |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $634K | Buy |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $998K | Buy |
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|
2021
Q2 | $997K | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.41M | Sell |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $730K | Buy |
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|
2019
Q2 | $535K | Sell |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $410K | Sell |
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|
2018
Q2 | $660K | Buy |
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|
2018
Q1 | $660K | Sell |
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|
2017
Q4 | $685K | Sell |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $1.27M | Buy |
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|
2016
Q4 | $1.26M | Buy |
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|
2016
Q3 | $458K | Sell |
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|
2016
Q2 | $503K | Buy |
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|
2016
Q1 | $497K | Sell |
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|
2015
Q4 | $587K | Sell |
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|
2015
Q3 | $607K | Buy |
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|
2015
Q1 | $439K | Sell |
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|
2014
Q4 | $483K | Sell |
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|
2014
Q3 | $824K | Buy |
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|
2014
Q2 | $757K | Sell |
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|
2014
Q1 | $946K | Buy |
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|
2013
Q4 | $943K | Buy |
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|
2013
Q3 | $932K | Buy |
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