Charter Oak Capital Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Sell |
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2025
Q2 | $250K | Sell |
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2025
Q1 | $273K | Sell |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $305K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $666K | Sell |
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|
2021
Q4 | $681K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $551K | Sell |
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|
2020
Q4 | $658K | Buy |
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