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 Q2	$1.25M	Hold	23,942	–	–	0.51%	52
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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

Forte Asset Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 23,942 shares worth $1.25M. The position accounts for 0.51% of the portfolio, ranked #52.

Forte Asset Management first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.08M in Q2 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Forte Asset Management held 23,942 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.25M as of Q2 2026.
Forte Asset Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.51% of Forte Asset Management's portfolio in Q2 2026, its #52 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 10 quarters since.
Forte Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.08M in Q2 2024.
1,007 funds tracked by Wall St. Rank held iShares 1-5 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.