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 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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rialto Wealth Management's IBHG Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 43% in Q1 2026, selling an estimated $528K and leaving 31,258 shares worth $692K. The position accounts for 0.16% of the portfolio, ranked #85.

Rialto Wealth Management first reported a position in IBHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Rialto Wealth Management held 31,258 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $692K as of Q1 2026.
Rialto Wealth Management sold 23,748 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $528K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.16% of Rialto Wealth Management's portfolio in Q1 2026, its #85 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 6 quarters since.
Rialto Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.23M in Q4 2025.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.