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 Q2	$508K	Buy	4,657 +284	+6%	+$30.9K	0.21%	64
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 $1.55T AUM 33.47% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Forte Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.5% in Q2 2026, buying an estimated $30.9K and bringing the position to 4,657 shares worth $508K. The position accounts for 0.21% of the portfolio, ranked #64.

Forte Asset Management first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.04M in Q2 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Forte Asset Management held 4,657 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $508K as of Q2 2026.
Forte Asset Management bought 284 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Forte Asset Management's portfolio in Q2 2026, its #64 holding.
Forte Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Forte Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.04M in Q2 2023.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.