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
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)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Gold Tr Gold Shs (GLD)
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Short Treas Bd (SHV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Extended Dur (EDV)
Agf Invts Tr Us Market Netrl (BTAL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Hca Holdings (HCA)
Visa Com Cl A (V)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Fortis Group Advisors

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond