Reliant Wealth Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	57,204 +640	+1%	+$15.5K	0.38%	18
2026 Q1	$1.37M	Buy	56,564 +452	+0.8%	+$11K	0.41%	18
2025 Q4	$1.36M	Sell	56,112 -1,349	-2%	-$32.8K	0.43%	19
2025 Q3	$1.4M	Buy	57,461 +1,857	+3%	+$45K	0.45%	18
2025 Q2	$1.35M	Buy	55,604 +5,362	+11%	+$129K	0.53%	15
2025 Q1	$1.21M	Buy	50,242 +153	+0.3%	+$3.68K	0.55%	13
2024 Q4	$1.2M	Buy	50,089 +18,457	+58%	+$444K	0.56%	14
2024 Q3	$771K	Buy	31,632 +3,705	+13%	+$89.3K	0.33%	15
2024 Q2	$663K	Buy	27,927 +8,670	+45%	+$205K	0.31%	15
2024 Q1	$458K	Hold	19,257	–	–	0.22%	16
2023 Q4	$461K	Buy	19,257 +6,904	+56%	+$161K	0.22%	15
2023 Q3	$286K	Buy	+12,353	New	+$288K	0.15%	18

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Reliant Wealth Planning increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 57,204 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #18.

Reliant Wealth Planning first reported a position in IBDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Reliant Wealth Planning held 57,204 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.39M as of Q2 2026.
Reliant Wealth Planning bought 640 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $15.5K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.38% of Reliant Wealth Planning's portfolio in Q2 2026, its #18 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.4M in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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