Charter Oak Capital Management, LLC IGIB Holdings History
Charter Oak Capital Management, LLC's iShares Intermediate Credit Bond ETF Holding Summary
As of 2025-03-31, Charter Oak Capital Management, LLC held 1.18 Mil shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $62.02 Mil. This investment constitutes 5.69% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0.41% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.
The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 6 purchases of IGIB, at an average price of $51.68, for a total of 1.18 Mil shares. In addition, there have been 2 sales at an average price of $50.69 for 1,307.00 shares. Based on historical transaction data and IGIB's current price of $53.07, Charter Oak Capital Management, LLC's estimated gain on his IGIB holdings is $1.64 Mil, reflecting a 2.68% gain to date.
Charter Oak Capital Management, LLC IGIB ($53.07) Holding Chart
Charter Oak Capital Management, LLC IGIB ($53.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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