Forte Asset Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Forte Asset Management’s Portfolio IGEB Stock Details IGEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	24,440 +1,343	+6%	+$60.5K	0.45%	55
2026 Q1	$1.04M	Buy	23,097 +1,500	+7%	+$68.4K	0.46%	51
2025 Q4	$986K	Buy	21,597 +613	+3%	+$28.1K	0.45%	50
2025 Q3	$966K	Buy	20,984 +132	+0.6%	+$6.01K	0.47%	50
2025 Q2	$948K	Sell	20,852 -5,914	-22%	-$263K	0.48%	46
2025 Q1	$1.2M	Buy	26,766 +4,381	+20%	+$196K	0.61%	40
2024 Q4	$993K	Sell	22,385 -46,910	-68%	-$2.12M	0.53%	43
2024 Q3	$3.22M	Buy	+69,295	New	+$3.16M	1.72%	21

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Forte Asset Management's IGEB Position: Q2 2026 in Review

Forte Asset Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 5.8% in Q2 2026, buying an estimated $60.5K and bringing the position to 24,440 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #55.

Forte Asset Management first reported a position in IGEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q3 2024. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Forte Asset Management held 24,440 shares of iShares Investment Grade Systematic Bond ETF worth $1.1M as of Q2 2026.
Forte Asset Management bought 1,343 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $60.5K.
iShares Investment Grade Systematic Bond ETF made up 0.45% of Forte Asset Management's portfolio in Q2 2026, its #55 holding.
Forte Asset Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2024 and has held it in 8 quarters since.
Forte Asset Management's iShares Investment Grade Systematic Bond ETF position peaked at $3.22M in Q3 2024.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.