Forte Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.7M	Buy	69,592 +2,007	+3%	+$108K	1.63%	24
2025 Q4	$3.64M	Buy	67,585 +2,509	+4%	+$136K	1.65%	23
2025 Q3	$3.52M	Buy	65,076 +285	+0.4%	+$15.2K	1.69%	23
2025 Q2	$3.45M	Sell	64,791 -5,564	-8%	-$290K	1.76%	24
2025 Q1	$3.7M	Sell	70,355 -4,096	-6%	-$213K	1.86%	21
2024 Q4	$3.83M	Buy	74,451 +3,408	+5%	+$178K	2.04%	20
2024 Q3	$3.82M	Sell	71,043 -13,965	-16%	-$736K	2.04%	17
2024 Q2	$4.36M	Buy	85,008 +5,360	+7%	+$273K	2.57%	15
2024 Q1	$4.11M	Buy	79,648 +8,507	+12%	+$437K	2.49%	15
2023 Q4	$3.7M	Buy	+71,141	New	+$3.52M	2.53%	16
2022 Q4	–	Sell	-35,286	Closed	-$1.7M	–	70
2022 Q3	$1.7M	Buy	35,286 +13,984	+66%	+$715K	1.13%	31
2022 Q2	$1.09M	Buy	+21,302	New	+$1.11M	0.75%	35