Reliant Wealth Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Buy	69,355 +658	+1%	+$16.6K	0.48%	15
2026 Q1	$1.74M	Buy	68,697 +588	+0.9%	+$15K	0.53%	15
2025 Q4	$1.73M	Buy	68,109 +542	+0.8%	+$13.8K	0.54%	15
2025 Q3	$1.72M	Hold	67,567	–	–	0.56%	14
2025 Q2	$1.72M	Buy	67,567 +9,609	+17%	+$242K	0.67%	12
2025 Q1	$1.46M	Sell	57,958 -362	-0.6%	-$9.07K	0.67%	10
2024 Q4	$1.45M	Buy	58,320 +10,557	+22%	+$265K	0.68%	10
2024 Q3	$1.22M	Buy	47,763 +5,396	+13%	+$136K	0.53%	8
2024 Q2	$1.05M	Buy	42,367 +23,707	+127%	+$584K	0.48%	11
2024 Q1	$465K	Buy	18,660 +2,743	+17%	+$68.3K	0.22%	15
2023 Q4	$399K	Buy	+15,917	New	+$387K	0.19%	17

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Reliant Wealth Planning increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.96% in Q2 2026, buying an estimated $16.6K and bringing the position to 69,355 shares worth $1.75M. The position accounts for 0.48% of the portfolio, ranked #15.

Reliant Wealth Planning first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Reliant Wealth Planning held 69,355 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.75M as of Q2 2026.
Reliant Wealth Planning bought 658 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $16.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.48% of Reliant Wealth Planning's portfolio in Q2 2026, its #15 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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