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Ishares Tr 0-5yr invt gr cp shares owned by Fortis Capital Advisors

Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by Fortis Capital Advisors from 13F filings

Historical chart of Fortis Capital Advisors investment in Ishares Tr 0-5yr invt gr cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 0-5yr invt gr cp held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $309k 6.3k 49.20
2023-09-30 $300k 6.3k 48.00
2023-03-31 $449k 9.3k 48.48
2022-12-31 $561k 12k 47.86

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Top funds holding Ishares Tr 0-5yr invt gr cp

UBS Group
Farmers & Merchants Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Allspring Global Investments Holdings
Pensionmark Financial Group
Royal Bank of Canada
Tiaa Trust, National Association
Allianz Asset Management
Williams Financial
HighTower Advisors
Advisor Group Holdings
Creative Financial Designs
Wiser Wealth Management
Partners Capital Investment Group

View all funds holding Ishares Tr 0-5yr invt gr cp