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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

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Forte Asset Management

Quarter filed Position value Share count Share price at filing
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

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 Intl Sel Div Etf (IDV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Blackrock Ultra (ICSH)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Forte Asset Management

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Fisher Investments
Goldman Sachs Group
Allianz Investment Management U.S
NYL Investors
UBS Group
Wealthfront Advisers
Citigroup
Barclays
Jane Street
Millennium Management
Assetmark
Citadel Advisors
Wells Fargo & Company
D. E. Shaw & Co

View all funds holding iShares IBoxx $ Invest Grade Corp Bd