Charter Oak Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.31M | Sell |
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2025
Q2 | $2.38M | Sell |
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2025
Q1 | $2.52M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.62M | Sell |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $2.95M | Sell |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $3.65M | Sell |
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|
2023
Q2 | $4.56M | Sell |
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $4.86M | Sell |
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|
2022
Q3 | $5.42M | Buy |
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|
2022
Q2 | $5.12M | Sell |
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|
2022
Q1 | $5.46M | Sell |
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|
2021
Q4 | $5.87M | Sell |
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|
2021
Q3 | $6.04M | Sell |
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|
2021
Q2 | $6.06M | Sell |
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|
2021
Q1 | $6.18M | Sell |
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|
2020
Q4 | $7.09M | Buy |
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