Forte Asset Management
IGIB icon

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
Q3 		$4M Buy
79,524
+9,209
+13% +$479K 1.61% 24
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Forte Asset Management's IGIB Position: Q3 2026 in Review

Forte Asset Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q3 2026, buying an estimated $479K and bringing the position to 79,524 shares worth $4M. The position accounts for 1.61% of the portfolio, ranked #24.

Forte Asset Management first reported a position in IGIB in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.36M in Q2 2024. 446 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Forte Asset Management held 79,524 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4M as of Q3 2026.
  • Forte Asset Management bought 9,209 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $479K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.61% of Forte Asset Management's portfolio in Q3 2026, its #24 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 14 quarters since.
  • Forte Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.36M in Q2 2024.
  • 446 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.