iShares Lehman 1-3 Year Treas.Bond shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares Lehman 1-3 Year Treas.Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman 1-3 Year Treas.Bond held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 28k | 82.96 |
| 2025-06-30 | $2.4M | 29k | 82.86 |
| 2025-03-31 | $2.5M | 30k | 82.73 |
| 2024-12-31 | $2.5M | 31k | 81.98 |
| 2024-09-30 | $2.6M | 32k | 83.15 |
| 2024-06-30 | $2.7M | 33k | 81.65 |
| 2024-03-31 | $2.9M | 36k | 81.78 |
| 2023-12-31 | $3.3M | 40k | 82.04 |
| 2023-09-30 | $3.6M | 45k | 80.97 |
| 2023-06-30 | $4.6M | 56k | 81.08 |
| 2023-03-31 | $4.9M | 59k | 82.16 |
| 2022-12-31 | $4.9M | 60k | 81.17 |
| 2022-09-30 | $5.4M | 67k | 81.20 |
| 2022-06-30 | $5.1M | 62k | 82.79 |
| 2022-03-31 | $5.5M | 66k | 83.36 |
| 2021-12-31 | $5.9M | 69k | 85.54 |
| 2021-09-30 | $6.0M | 70k | 86.15 |
| 2021-06-30 | $6.1M | 70k | 86.15 |
| 2021-03-31 | $6.2M | 72k | 86.24 |
| 2020-12-31 | $7.1M | 82k | 86.38 |
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