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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.8M | 38k | 100.25 |
| 2025-06-30 | $3.8M | 38k | 99.20 |
| 2025-03-31 | $2.3M | 23k | 98.92 |
| 2024-12-31 | $321k | 3.2k | 100.26 |
| 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 |
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