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iShares Lehman Aggregate Bond shares owned by Fortis Capital Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Fortis Capital Advisors from 13F filings

Historical chart of Fortis Capital Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 15k 101.27
2024-06-30 $459k 4.7k 97.07
2024-03-31 $532k 5.4k 97.94
2023-03-31 $22k 219 99.64
2022-12-31 $21k 211 96.99