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Rialto Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Rialto Wealth Management’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.51M Buy
106,936
+55,594
+108% +$1.31M 0.56% 40
2025
Q4 		$1.22M Buy
+51,342
New +$1.22M 0.29% 62

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Rialto Wealth Management increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 108% in Q1 2026, buying an estimated $1.31M and bringing the position to 106,936 shares worth $2.51M. The position accounts for 0.56% of the portfolio, ranked #40.

Rialto Wealth Management first reported a position in IBHH in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Rialto Wealth Management held 106,936 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $2.51M as of Q1 2026.
  • Rialto Wealth Management bought 55,594 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.31M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.56% of Rialto Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Rialto Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 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.