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iShares Lehman 1-3 Year Treas.Bond shares owned by Fidelis Capital Partners

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Fidelis Capital Partners from 13F filings

Historical chart of Fidelis Capital Partners investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Fidelis Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 13k 82.96
2025-06-30 $1.1M 13k 82.68
2025-03-31 $1.1M 13k 82.84
2024-12-31 $1.1M 13k 81.96
2024-09-30 $1.6M 19k 82.41
2024-06-30 $1.6M 19k 82.50

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Sprott Asset Management Physical Silver (PSLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Fidelis Capital Partners

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
BlackRock
Captrust Financial Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
UBS Group
Wells Fargo & Company
Mizuho Markets Americas
Ameriprise Financial
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
PineBridge Investments
Bank Of Montreal

View all funds holding iShares Lehman 1-3 Year Treas.Bond