Fortis Group Advisors »

iShares Lehman Short Treasury Bond shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in iShares Lehman Short Treasury Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Short Treasury Bond by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 19k 110.63
2024-06-30 $2.8M 25k 110.50
2024-03-31 $3.2M 29k 110.54
2023-12-31 $10M 91k 110.50
2023-09-30 $10M 91k 110.50
2023-06-30 $11M 97k 110.45
2023-03-31 $11M 96k 110.45
2020-09-30 $10M 92k 110.70

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Utilities MF Closed and MF Open (XLU)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Gold Tr Ishares New (IAU)
RBB Us Treas 3 Mnth (TBIL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares 20 MF Closed and MF Open (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Fortis Group Advisors

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond