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Ishares Tr core tl usd bd shares owned by Forte Asset Management

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Forte Asset Management from 13F filings

Historical chart of Forte Asset Management investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by Forte Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core tl usd bd by Forte Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 106k 46.71
2025-06-30 $2.7M 59k 46.23
2025-03-31 $3.0M 66k 46.08
2023-09-30 $3.6M 82k 43.72

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Forte Asset Management

Top funds holding Ishares Tr core tl usd bd

Envestnet Asset Management
Jones Financial Companies, L.L
BlackRock
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
CWM
Mariner Wealth Advisors
Envestnet Portfolio Solutions
Ameriprise Financial
Cetera Investment Advisers
Bank of New York Mellon
Park Avenue Securities

View all funds holding Ishares Tr core tl usd bd