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Charter Oak Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Charter Oak Capital Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13
Closed -$1K – 480
2022
Q2 		$1K Hold
13
– – ﹤0.01% 877
2022
Q1 		$1K Hold
13
– – ﹤0.01% 927
2021
Q4 		$1K Sell
13
-50
-79% -$5.75K ﹤0.01% 814
2021
Q3 		$7K Buy
63
+50
+385% +$5.85K ﹤0.01% 622
2021
Q2 		$2K Hold
13
– – ﹤0.01% 740
2021
Q1 		$1K Hold
13
– – ﹤0.01% 748
2020
Q4 		$2K Buy
+13
New +$1.56K ﹤0.01% 668

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