Reliant Wealth Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	54,485 +839	+2%	+$19.4K	0.35%	22
2026 Q1	$1.25M	Buy	53,646 +4,239	+9%	+$99.2K	0.38%	22
2025 Q4	$1.16M	Buy	49,407 +10,832	+28%	+$254K	0.36%	22
2025 Q3	$905K	Hold	38,575	–	–	0.29%	27
2025 Q2	$900K	Buy	38,575 +4,383	+13%	+$101K	0.35%	27
2025 Q1	$791K	Hold	34,192	–	–	0.36%	18
2024 Q4	$780K	Buy	34,192 +9,473	+38%	+$218K	0.37%	17
2024 Q3	$581K	Buy	+24,719	New	+$573K	0.25%	18

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Reliant Wealth Planning increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 54,485 shares worth $1.26M. The position accounts for 0.35% of the portfolio, ranked #22.

Reliant Wealth Planning first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Reliant Wealth Planning held 54,485 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.26M as of Q2 2026.
Reliant Wealth Planning bought 839 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $19.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.35% of Reliant Wealth Planning's portfolio in Q2 2026, its #22 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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