FAM
Forte Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$33.1K | 0.74% | 38 |
|
2024
Q3 | $1.45M | Sell |
27,542
-52,130
| -65% | -$2.75M | 0.77% | 37 |
|
2024
Q2 | $4.08M | Buy |
79,672
+9,399
| +13% | +$482K | 2.41% | 17 |
|
2024
Q1 | $3.6M | Buy |
+70,273
| New | +$3.6M | 2.18% | 20 |
|