RWP
IBDP

Reliant Wealth Planning’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Reliant Wealth Planning’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,079
Closed -$809K – 30
2024
Q3 		$809K Sell
32,079
-19,912
-38% -$500K 0.35% 13
2024
Q2 		$1.31M Buy
51,991
+25,466
+96% +$638K 0.6% 7
2024
Q1 		$664K Hold
26,525
– – 0.32% 9
2023
Q4 		$661K Buy
26,525
+5,260
+25% +$130K 0.32% 8
2023
Q3 		$526K Buy
+21,265
New +$524K 0.28% 12
2023
Q2 		– Sell
-253,945
Closed -$6.24M – 15
2023
Q1 		$6.24M Sell
253,945
-1,122
-0.4% -$27.5K 3.87% 5
2022
Q4 		$6.23M Buy
255,067
+777
+0.3% +$18.9K 3.78% 7
2022
Q3 		$6.19M Buy
254,290
+5,914
+2% +$146K 2.63% 10
2022
Q2 		$6.15M Buy
+248,376
New +$6.18M 2.58% 11

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Reliant Wealth Planning's IBDP Position: Q4 2024 in Review

Reliant Wealth Planning sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 32,079 shares — an estimated $809K sold.

Reliant Wealth Planning first reported a position in IBDP in Q2 2022 and held it in 9 quarters. The position peaked at $6.24M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Reliant Wealth Planning reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Reliant Wealth Planning sold 32,079 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $809K.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
  • Reliant Wealth Planning's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.24M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Reliant Wealth Planning's 13F filing for Q4 2024, filed 28 Jan 2025.