RWM
IBHE

Rialto Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Rialto Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,243
Closed -$354K – 1730
2025
Q1 		$354K Sell
15,243
-6,560
-30% -$152K 0.11% 112
2024
Q4 		$506K Buy
+21,803
New +$506K 0.17% 89

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Rialto Wealth Management's IBHE Position: Q2 2025 in Review

Rialto Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q2 2025, closing a stake of 15,243 shares — an estimated $354K sold.

Rialto Wealth Management first reported a position in IBHE in Q4 2024 and held it in 2 quarters. The position peaked at $506K in Q4 2024. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

  • Rialto Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 15,243 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $354K.
  • Rialto Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and held it in 2 quarters.
  • Rialto Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $506K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.