Rialto Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Rialto Wealth Management’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$555K	Sell	25,131 -6,127	-20%	-$135K	0.11%	105
2026 Q1	$692K	Sell	31,258 -23,748	-43%	-$528K	0.16%	85
2025 Q4	$1.23M	Buy	55,006 +31,629	+135%	+$707K	0.29%	60
2025 Q3	$526K	Buy	23,377 +14,339	+159%	+$322K	0.14%	93
2025 Q2	$204K	Buy	9,038 +1,020	+13%	+$22.7K	0.06%	149
2025 Q1	$179K	Hold	8,018	–	–	0.06%	155
2024 Q4	$178K	Buy	+8,018	New	+$180K	0.06%	153

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rialto Wealth Management's IBHG Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 20% in Q2 2026, selling an estimated $135K and leaving 25,131 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #105.

Rialto Wealth Management first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Rialto Wealth Management held 25,131 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $555K as of Q2 2026.
Rialto Wealth Management sold 6,127 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $135K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.11% of Rialto Wealth Management's portfolio in Q2 2026, its #105 holding.
Rialto Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.23M in Q4 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.