Forte Asset Management LLC Ishares Core Total Usd Bond Ma Transaction History
Forte Asset Management LLC
- $204 Million
- Q3 2025
A detailed history of Forte Asset Management LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Forte Asset Management LLC holds 105,921 shares of IUSB stock, worth $4.93 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
105,921
Previous 58,897
79.84%
Holding current value
$4.93 Million
Previous $2.72 Million
81.74%
% of portfolio
2.42%
Previous 1.42%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio