FAM
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Forte Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Forte Asset Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Sell
23,942
-1,250
-5% -$66.1K 0.55% 46
2025
Q4 		$1.33M Sell
25,192
-1,710
-6% -$90.5K 0.6% 43
2025
Q3 		$1.43M Hold
26,902
– – 0.69% 43
2025
Q2 		$1.42M Hold
26,902
– – 0.72% 38
2025
Q1 		$1.41M Hold
26,902
– – 0.71% 38
2024
Q4 		$1.39M Sell
26,902
-640
-2% -$33.3K 0.74% 38
2024
Q3 		$1.45M Sell
27,542
-52,130
-65% -$2.71M 0.77% 37
2024
Q2 		$4.08M Buy
79,672
+9,399
+13% +$479K 2.41% 17
2024
Q1 		$3.6M Buy
+70,273
New +$3.6M 2.18% 20

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forte Asset Management's IGSB Position: Q1 2026 in Review

Forte Asset Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5% in Q1 2026, selling an estimated $66.1K and leaving 23,942 shares worth $1.26M. The position accounts for 0.55% of the portfolio, ranked #46.

Forte Asset Management first reported a position in IGSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Forte Asset Management held 23,942 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.26M as of Q1 2026.
  • Forte Asset Management sold 1,250 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $66.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.55% of Forte Asset Management's portfolio in Q1 2026, its #46 holding.
  • Forte Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Forte Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.08M in Q2 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.