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	–	479
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

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Charter Oak Capital Management's IEF Position: Q3 2022 in Review

Charter Oak Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in IEF in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 713 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Charter Oak Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 13 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7K in Q3 2021.
713 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.