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Rialto Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Rialto Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
5,524
-4,836
-47% -$254K 0.06% 143
2026
Q1 		$545K Sell
10,360
-304
-3% -$16.1K 0.12% 101
2025
Q4 		$564K Buy
10,664
+4,888
+85% +$259K 0.13% 95
2025
Q3 		$306K Sell
5,776
-2,100
-27% -$111K 0.08% 123
2025
Q2 		$416K Hold
7,876
– – 0.12% 102
2025
Q1 		$412K Sell
7,876
-2
-0% -$104 0.13% 100
2024
Q4 		$407K Buy
+7,878
New +$410K 0.13% 101

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rialto Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 47% in Q2 2026, selling an estimated $254K and leaving 5,524 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #143.

Rialto Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Rialto Wealth Management held 5,524 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $290K as of Q2 2026.
  • Rialto Wealth Management sold 4,836 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Rialto Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Rialto Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $564K in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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