Rialto Wealth Management, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 55,006 shares of IBHG stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
55,006
Previous 23,377 135.3%
Holding current value
$1.23 Million
Previous $525,000 133.52%
% of portfolio
0.32%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$22.27 - $22.52 $704,377 - $712,285
31,629 Added 135.3%
55,006 $1.23 Million
Q3 2025

Nov 07, 2025
BUY
$22.38 - $22.53 $320,906 - $323,057
14,339 Added 158.65%
23,377 $525,000
Q2 2025

Aug 06, 2025
BUY
$21.56 - $22.54 $21,991 - $22,990
1,020 Added 12.72%
9,038 $203,000
Q4 2024

Feb 07, 2025
BUY
$22.11 - $22.54 $177,277 - $180,725
8,018 New
8,018 $178 Million

Others Institutions Holding IBHG

# of Institutions
105
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rialto Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email