RWP
IBDO

Reliant Wealth Planning’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Reliant Wealth Planning’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-250,626
Closed -$6.36M – 21
2023
Q3 		$6.36M Buy
250,626
+8,463
+3% +$214K 3.37% 6
2023
Q2 		$6.12M Sell
242,163
-1,504
-0.6% -$37.9K 3.7% 5
2023
Q1 		$6.14M Sell
243,667
-8,746
-3% -$220K 3.81% 7
2022
Q4 		$6.32M Buy
252,413
+184
+0.1% +$4.59K 3.83% 6
2022
Q3 		$6.29M Buy
252,229
+6,964
+3% +$175K 2.67% 9
2022
Q2 		$6.15M Buy
+245,265
New +$6.17M 2.58% 9

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Reliant Wealth Planning's IBDO Position: Q4 2023 in Review

Reliant Wealth Planning sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 250,626 shares — an estimated $6.36M sold.

Reliant Wealth Planning first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $6.36M in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Reliant Wealth Planning reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Reliant Wealth Planning sold 250,626 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $6.36M.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Reliant Wealth Planning's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $6.36M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Reliant Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.