iShares Lehman 1-3 Year Treas.Bond shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $265k | 3.2k | 83.16 |
| 2024-06-30 | $255k | 3.1k | 81.65 |
| 2024-03-31 | $276k | 3.4k | 81.77 |
| 2023-12-31 | $288k | 3.5k | 82.03 |
| 2023-09-30 | $664k | 8.2k | 80.97 |
| 2023-06-30 | $641k | 7.9k | 81.08 |
| 2023-03-31 | $646k | 7.9k | 82.16 |
| 2022-12-31 | $634k | 7.8k | 81.17 |
| 2022-09-30 | $520k | 6.4k | 81.16 |
| 2022-06-30 | $538k | 6.5k | 82.85 |
| 2022-03-31 | $461k | 5.5k | 83.29 |
| 2021-12-31 | $464k | 5.4k | 85.62 |
| 2021-09-30 | $998k | 12k | 86.13 |
| 2021-06-30 | $997k | 12k | 86.17 |
| 2021-03-31 | $1.1M | 12k | 86.23 |
| 2020-12-31 | $1.3M | 15k | 86.38 |
| 2020-09-30 | $1.4M | 16k | 86.51 |
| 2020-06-30 | $1.6M | 18k | 86.64 |
| 2020-03-31 | $1.5M | 17k | 86.67 |
| 2019-12-31 | $1.1M | 13k | 84.60 |
| 2019-09-30 | $730k | 8.6k | 84.86 |
| 2019-06-30 | $535k | 6.3k | 84.77 |
| 2019-03-31 | $572k | 6.8k | 84.18 |
| 2018-12-31 | $443k | 5.3k | 83.66 |
| 2018-09-30 | $410k | 4.9k | 83.05 |
| 2018-06-30 | $660k | 7.9k | 83.39 |
| 2018-03-31 | $660k | 7.9k | 83.58 |
| 2017-12-31 | $685k | 8.2k | 83.84 |
| 2017-09-30 | $1.2M | 15k | 84.48 |
| 2017-06-30 | $1.3M | 15k | 84.50 |
| 2017-03-31 | $1.3M | 15k | 84.51 |
| 2016-12-31 | $1.3M | 15k | 84.43 |
| 2016-09-30 | $458k | 5.4k | 85.05 |
| 2016-06-30 | $503k | 5.9k | 85.38 |
| 2016-03-31 | $497k | 5.8k | 85.10 |
| 2015-12-31 | $587k | 7.0k | 84.34 |
| 2015-09-30 | $607k | 7.1k | 85.05 |
| 2015-03-31 | $439k | 5.2k | 84.90 |
| 2014-12-31 | $483k | 5.7k | 84.43 |
| 2014-09-30 | $823k | 9.7k | 84.47 |
| 2014-06-30 | $946k | 11k | 84.41 |
| 2014-03-31 | $946k | 11k | 84.41 |
| 2013-12-31 | $943k | 11k | 84.41 |
| 2013-09-30 | $932k | 11k | 84.51 |
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