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iShares Lehman Short Treasury Bond shares owned by Fortress Wealth Group

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

Historical chart of Fortress Wealth Group 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 Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $481k 4.4k 110.21
2023-09-30 $12M 104k 110.04
2022-12-31 $1.1M 10k 109.92

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Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20+ Year Tr Bd (TLTW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Fortress Wealth Group

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