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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return