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 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: Q1 2026 in Review

RMG Wealth Management opened a new position in iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) in Q1 2026: 1,600 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in ELQD as recently as Q2 2025.

RMG Wealth Management first reported a position in ELQD in Q2 2025 and has held it in 2 quarters since. The position peaked at $130K in Q2 2025. 1 fund tracked by Wall St. Rank holds ELQD as of Q1 2026.

RMG Wealth Management held 1,600 shares of iShares ESG Advanced Investment Grade Corporate Bond ETF worth $0 as of Q1 2026.
iShares ESG Advanced Investment Grade Corporate Bond ETF was a new RMG Wealth Management position in Q1 2026.
iShares ESG Advanced Investment Grade Corporate Bond ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #607 holding.
RMG Wealth Management first reported a position in iShares ESG Advanced Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
RMG Wealth Management's iShares ESG Advanced Investment Grade Corporate Bond ETF position peaked at $130K in Q2 2025.
1 fund tracked by Wall St. Rank held iShares ESG Advanced Investment Grade Corporate Bond ETF as of Q1 2026.

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