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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.74M	Buy	70,315 +723	+1%	+$38.4K	1.53%	29
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

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Forte Asset Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1% in Q2 2026, buying an estimated $38.4K and bringing the position to 70,315 shares worth $3.74M. The position accounts for 1.53% of the portfolio, ranked #29.

Forte Asset Management first reported a position in IGIB in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.36M in Q2 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Forte Asset Management held 70,315 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.74M as of Q2 2026.
Forte Asset Management bought 723 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.53% of Forte Asset Management's portfolio in Q2 2026, its #29 holding.
Forte Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 13 quarters since.
Forte Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.36M in Q2 2024.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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