Charter Oak Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$77.2M Buy
2025
Q2
$68.5M Buy
2025
Q1
$62M Buy
2024
Q4
$54.7M Buy
2024
Q3
$46.3M Buy
2024
Q2
$31.1M Buy
2024
Q1
$2.26M Buy
2022
Q3
Sell
2022
Q2
$61K Sell
2022
Q1
$72K Buy
2021
Q4
$43K Hold
2021
Q3
$44K Hold
2021
Q2
$44K Hold
2021
Q1
$43K Hold
2020
Q4
$45K Buy