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iShares Lehman 1-3 Year Treas.Bond shares owned by Fortitude Advisory Group

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Fortitude Advisory Group from 13F filings

Historical chart of Fortitude Advisory Group 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 Fortitude Advisory Group 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 Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $221k 2.7k 81.98
2024-09-30 $204k 2.5k 83.15
2024-06-30 $209k 2.6k 81.65
2024-03-31 $209k 2.6k 81.78
2023-12-31 $248k 3.0k 82.04
2022-03-31 $43k 516 83.33
2021-12-31 $38k 454 83.70

More positions owned by Fortitude Advisory Group

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ftai Aviation SHS (FTAI)
A2z Cust2mate Solutions Corp (AZ)
Costco Wholesale Corporation (COST)
Paccar (PCAR)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fortitude Advisory Group

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