Charter Oak Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $404K | Buy |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $560K | Buy |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $511K | Buy |
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