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Rialto Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rialto Wealth Management’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38
Closed -$4.19K – 1769
2025
Q4 		$4.19K Buy
+38
New +$4.22K ﹤0.01% 539
2025
Q3 		– Sell
-900
Closed -$98.6K – 1761
2025
Q2 		$98.6K Hold
900
– – 0.03% 203
2025
Q1 		$97.8K Hold
900
– – 0.03% 193
2024
Q4 		$96.2K Buy
+900
New +$98.5K 0.03% 199

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Rialto Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 38 shares — an estimated $4.19K sold.

Rialto Wealth Management first reported a position in LQD in Q4 2024 and held it in 4 quarters. The position peaked at $98.6K in Q2 2025. 1,108 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Rialto Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 38 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.19K.
  • Rialto Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Rialto Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $98.6K in Q2 2025.
  • 1,108 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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