Reliant Wealth Planning’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Reliant Wealth Planning’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Buy	55,008 +314	+0.6%	+$7.6K	0.37%	19
2026 Q1	$1.33M	Sell	54,694 -1,738	-3%	-$42.1K	0.4%	20
2025 Q4	$1.37M	Buy	56,432 +999	+2%	+$24.2K	0.43%	18
2025 Q3	$1.35M	Buy	55,433 +5,893	+12%	+$143K	0.44%	21
2025 Q2	$1.2M	Buy	49,540 +2,282	+5%	+$55.1K	0.47%	18
2025 Q1	$1.14M	Sell	47,258 -4,544	-9%	-$110K	0.52%	15
2024 Q4	$1.25M	Buy	51,802 +20,518	+66%	+$495K	0.58%	13
2024 Q3	$760K	Buy	31,284 +3,608	+13%	+$86.9K	0.33%	16
2024 Q2	$659K	Buy	27,676 +1,448	+6%	+$34.4K	0.3%	16
2024 Q1	$626K	Hold	26,228	–	–	0.3%	10
2023 Q4	$627K	Buy	26,228 +2,243	+9%	+$52.7K	0.3%	9
2023 Q3	$560K	Buy	+23,985	New	+$562K	0.3%	8

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Reliant Wealth Planning's IBDR Position: Q2 2026 in Review

Reliant Wealth Planning increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.57% in Q2 2026, buying an estimated $7.6K and bringing the position to 55,008 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #19.

Reliant Wealth Planning first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Reliant Wealth Planning held 55,008 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.33M as of Q2 2026.
Reliant Wealth Planning bought 314 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $7.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.37% of Reliant Wealth Planning's portfolio in Q2 2026, its #19 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.37M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.