Ishares Tr esg 1 5 yr usd shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Ishares Tr esg 1 5 yr usd
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr esg 1 5 yr usd 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 esg 1 5 yr usd by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 121k | 25.16 |
| 2024-06-30 | $2.6M | 108k | 24.49 |
| 2024-03-31 | $2.4M | 100k | 24.48 |
| 2023-12-31 | $2.4M | 98k | 24.48 |
| 2023-09-30 | $2.3M | 98k | 23.77 |
| 2023-06-30 | $2.3M | 95k | 23.91 |
| 2023-03-31 | $2.4M | 100k | 24.06 |
| 2022-12-31 | $2.6M | 111k | 23.77 |
| 2022-09-30 | $3.5M | 149k | 23.49 |
| 2022-06-30 | $3.9M | 162k | 24.09 |
| 2022-03-31 | $4.4M | 179k | 24.60 |
| 2021-12-31 | $5.1M | 198k | 25.65 |
| 2021-09-30 | $4.5M | 175k | 25.98 |
| 2021-06-30 | $3.0M | 117k | 26.04 |
| 2021-03-31 | $2.0M | 76k | 25.98 |
| 2020-12-31 | $1.5M | 56k | 26.18 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management