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Rialto Wealth Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Rialto Wealth Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5K Hold
962
– – ﹤0.01% 400
2026
Q1 		$24.5K Hold
962
– – 0.01% 363
2025
Q4 		$24.4K Hold
962
– – 0.01% 343
2025
Q3 		$24.5K Hold
962
– – 0.01% 334
2025
Q2 		$24.4K Hold
962
– – 0.01% 336
2025
Q1 		$24.3K Hold
962
– – 0.01% 330
2024
Q4 		$24.2K Buy
+962
New +$24.3K 0.01% 325

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rialto Wealth Management held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 962 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Rialto Wealth Management first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.5K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Rialto Wealth Management held 962 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $24.5K as of Q2 2026.
  • Rialto Wealth Management left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Rialto Wealth Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $24.5K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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