RWP
Reliant Wealth Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Buy |
67,567
+9,609
| +17% | +$244K | 0.67% | 12 |
|
2025
Q1 | $1.46M | Sell |
57,958
-362
| -0.6% | -$9.14K | 0.67% | 10 |
|
2024
Q4 | $1.45M | Buy |
58,320
+10,557
| +22% | +$263K | 0.68% | 10 |
|
2024
Q3 | $1.22M | Buy |
47,763
+5,396
| +13% | +$138K | 0.53% | 8 |
|
2024
Q2 | $1.05M | Buy |
42,367
+23,707
| +127% | +$587K | 0.48% | 11 |
|
2024
Q1 | $465K | Buy |
18,660
+2,743
| +17% | +$68.3K | 0.22% | 15 |
|
2023
Q4 | $399K | Buy |
+15,917
| New | +$399K | 0.19% | 17 |
|