Ownership history in Objective Capital Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Objective Capital Management, LLC reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 14,602 | -539 | -3.6% | 1.23% | $1.2M | $82.35 |
| 2025 Q3 | REDUCED | 15,141 | -1,118 | -6.9% | 1.30% | $1.3M | $81.48 |
| 2025 Q2 | REDUCED | 16,259 | -570 | -3.4% | 1.51% | $1.3M | $80.60 |
| 2025 Q1 | ADDED | 16,829 | +273 | +1.6% | 1.78% | $1.4M | $79.69 |
| 2024 Q4 | ADDED | 16,556 | +890 | +5.7% | 0.91% | $1.4M | $78.46 |
| 2024 Q3 | ADDED | 15,666 | +4,233 | +37.0% | 0.77% | $1.3M | $78.53 |
| 2024 Q1 | ADDED | 11,433 | +3,066 | +36.6% | 0.63% | $935K | $75.71 |
| 2023 Q4 | INITIATED | 8,367 | — | — | 0.52% | $686K | — |
As of 2025 Q4 — sorted by position size