iShares IBoxx $ Invest Grade Corp Bd shares owned by Forte Asset Management
Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Forte Asset Management
from 13F filings
Historical chart of Forte Asset Management investment in iShares IBoxx $ Invest Grade Corp Bd
Tip: Access up to 7 years of quarterly data
All positions including iShares IBoxx $ Invest Grade Corp Bd held by Forte Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Forte Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $457k | 4.1k | 111.47 |
| 2025-06-30 | $440k | 4.0k | 109.61 |
| 2025-03-31 | $436k | 4.0k | 108.69 |
| 2024-12-31 | $429k | 4.0k | 106.84 |
| 2024-09-30 | $488k | 4.3k | 112.98 |
| 2024-06-30 | $450k | 4.2k | 107.12 |
| 2024-03-31 | $324k | 3.0k | 108.92 |
| 2023-12-31 | $333k | 3.0k | 110.66 |
| 2023-09-30 | $6.0M | 59k | 102.02 |
| 2023-06-30 | $6.0M | 56k | 108.14 |
| 2023-03-31 | $4.6M | 42k | 109.61 |
| 2022-12-31 | $3.3M | 32k | 105.43 |
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