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iShares Barclays 20+ Yr Treas.Bond shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of iShares Barclays 20+ Yr Treas.Bond (TLT) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in iShares Barclays 20+ Yr Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 20+ Yr Treas.Bond 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 iShares Barclays 20+ Yr Treas.Bond by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $412k 4.2k 98.10
2024-06-30 $283k 3.1k 91.79
2024-03-31 $361k 3.8k 94.62
2023-12-31 $413k 4.2k 98.87

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)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)

View all positions for Charter Oak Capital Management

Top funds holding iShares Barclays 20+ Yr Treas.Bond

Bank of America Corporation
Susquehanna International
Jane Street
Rafferty Asset Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Citadel Advisors
BlackRock
Goldman Sachs Group
BlackRock
Citigroup
Envestnet Asset Management
Barclays
CIBC World Markets
Wells Fargo & Company

View all funds holding iShares Barclays 20+ Yr Treas.Bond