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iShares Lehman 1-3 Year Treas.Bond shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Fortitude Family Office 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 Family Office

Quarter filed Position value Share count Share price at filing
2024-12-31 $111k 1.4k 81.98
2024-09-30 $112k 1.4k 83.15
2024-03-31 $43k 522 81.78
2023-12-31 $45k 552 82.04

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Vanguard Mid-cap Etf Etf (VO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Avantis International Small Cap Value Etf Etf (AVDV)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

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

Morgan Stanley
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Captrust Financial Advisors
LPL Financial
Wells Fargo & Company
UBS Group
Bank Of Montreal
Raymond James Financial
Envestnet Asset Management
Bank of New York Mellon
Assetmark
PineBridge Investments
Ameriprise Financial

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