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
Download as csvQuarterly reported holdings in iShares Barclays 20+ Yr Treas.Bond by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $204k | 2.3k | 88.26 |
| 2025-03-31 | $249k | 2.7k | 91.03 |
| 2024-12-31 | $299k | 3.4k | 87.33 |
| 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 |
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