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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $276k 2.6k 105.44
2023-09-30 $272k 2.6k 102.86
2023-06-30 $287k 2.8k 104.04
2023-03-31 $339k 3.2k 104.68
2022-12-31 $345k 3.3k 104.27
2022-09-30 $360k 3.5k 102.56
2022-06-30 $496k 4.7k 104.58

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Optimized (SUSA)

View all positions for Charter Oak Capital Management

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
NISA Investment Advisors
Envestnet Asset Management
Salomon & Ludwin

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF