Optimum Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$8K	Hold	60	–	–	﹤0.01%	829
2014 Q4	$8K	Hold	60	–	–	﹤0.01%	871
2014 Q3	$8K	Hold	60	–	–	﹤0.01%	787
2014 Q2	$8K	Hold	60	–	–	﹤0.01%	809
2014 Q1	$8K	Hold	60	–	–	﹤0.01%	632
2013 Q4	$7K	Hold	60	–	–	﹤0.01%	642
2013 Q3	$8K	Buy	+60	New	+$7.44K	﹤0.01%	604

Other funds holding TLH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Optimum Investment Advisors's TLH Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q1 2015 at 60 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Optimum Investment Advisors first reported a position in TLH in Q3 2013 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold TLH as of Q1 2015.

Optimum Investment Advisors held 60 shares of iShares 10-20 Year Treasury Bond ETF worth $8K as of Q1 2015.
Optimum Investment Advisors left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q1 2015.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #829 holding.
Optimum Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2013 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.