Forte Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	4,373 -287	-6%	-$31.6K	0.21%	61
2025 Q4	$513K	Buy	4,660 +558	+14%	+$62K	0.23%	58
2025 Q3	$457K	Buy	4,102 +88	+2%	+$9.67K	0.22%	59
2025 Q2	$440K	Hold	4,014	–	–	0.22%	57
2025 Q1	$436K	Hold	4,014	–	–	0.22%	56
2024 Q4	$429K	Sell	4,014 -302	-7%	-$33K	0.23%	53
2024 Q3	$488K	Buy	4,316 +118	+3%	+$13.1K	0.26%	52
2024 Q2	$450K	Buy	4,198 +1,225	+41%	+$131K	0.27%	49
2024 Q1	$324K	Sell	2,973 -36	-1%	-$3.91K	0.2%	52
2023 Q4	$333K	Sell	3,009 -55,745	-95%	-$5.81M	0.23%	51
2023 Q3	$5.99M	Buy	58,754 +2,855	+5%	+$301K	4.03%	9
2023 Q2	$6.04M	Buy	55,899 +13,931	+33%	+$1.51M	3.92%	9
2023 Q1	$4.6M	Buy	41,968 +10,406	+33%	+$1.13M	3.04%	12
2022 Q4	$3.33M	Buy	+31,562	New	+$3.3M	2.17%	19

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Forte Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.2% in Q1 2026, selling an estimated $31.6K and leaving 4,373 shares worth $477K. The position accounts for 0.21% of the portfolio, ranked #61.

Forte Asset Management first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.04M in Q2 2023. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Forte Asset Management held 4,373 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $477K as of Q1 2026.
Forte Asset Management sold 287 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $31.6K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Forte Asset Management's portfolio in Q1 2026, its #61 holding.
Forte Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Forte Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.04M in Q2 2023.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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