Ishares Tr 0-5yr invt gr cp shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Ishares Tr 0-5yr invt gr cp
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr 0-5yr invt gr cp held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.4M | 109k | 49.22 |
| 2023-12-31 | $6.1M | 124k | 49.20 |
| 2023-09-30 | $6.9M | 143k | 48.00 |
| 2023-06-30 | $7.7M | 161k | 48.21 |
| 2023-03-31 | $8.2M | 170k | 48.48 |
| 2022-12-31 | $8.4M | 176k | 47.86 |
| 2022-09-30 | $8.6M | 182k | 47.40 |
| 2022-06-30 | $9.8M | 203k | 48.46 |
| 2022-03-31 | $12M | 236k | 49.36 |
| 2021-12-31 | $13M | 247k | 51.05 |
| 2021-09-30 | $11M | 209k | 51.68 |
| 2021-06-30 | $10M | 197k | 51.83 |
| 2021-03-31 | $9.6M | 186k | 51.78 |
| 2020-12-31 | $9.1M | 175k | 52.22 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management