RMG Wealth Management’s iShares ESG Advanced Investment Grade Corporate Bond ETF ELQD Stock Holding History

RMG Wealth Management’s Portfolio ELQD Stock Details ELQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,600	Closed	–	–	616
2026 Q1	$0	Buy	+1,600	New	–	﹤0.01%	607
2025 Q3	–	Sell	-1,600	Closed	-$130K	–	338
2025 Q2	$130K	Buy	+1,600	New	+$129K	0.02%	74

RMG Wealth Management's ELQD Position: Q2 2026 in Review

RMG Wealth Management sold out of iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) in Q2 2026, closing a stake of 1,600 shares.

RMG Wealth Management first reported a position in ELQD in Q2 2025 and held it in 2 quarters. The position peaked at $130K in Q2 2025. 0 funds tracked by Wall St. Rank hold ELQD as of Q2 2026.

RMG Wealth Management reported no remaining iShares ESG Advanced Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 1,600 iShares ESG Advanced Investment Grade Corporate Bond ETF shares in Q2 2026.
RMG Wealth Management first reported a position in iShares ESG Advanced Investment Grade Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
RMG Wealth Management's iShares ESG Advanced Investment Grade Corporate Bond ETF position peaked at $130K in Q2 2025.
0 funds tracked by Wall St. Rank held iShares ESG Advanced Investment Grade Corporate Bond ETF as of Q2 2026.

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