OPTIMUM INVESTMENT ADVISORS SHY Holdings History
OPTIMUM INVESTMENT ADVISORS's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 5,479.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $453,250.00. This investment constitutes 0.21% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2014Q2. And since then OPTIMUM INVESTMENT ADVISORS has made 17 purchases of SHY, at an average price of $84.33, for a total of 37,209.00 shares. In addition, there have been 16 sales at an average price of $84.54 for 31,730.00 shares. Based on historical transaction data and SHY's current price of $82.41, OPTIMUM INVESTMENT ADVISORS's estimated gain on his SHY holdings is $-3,875.14, reflecting a -0.12% gain to date.
OPTIMUM INVESTMENT ADVISORS SHY ($82.41) Holding Chart
OPTIMUM INVESTMENT ADVISORS SHY ($82.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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