Reliant Wealth Planning’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$821K	Hold	37,677	–	–	0.23%	25
2026 Q1	$825K	Buy	37,677 +4,311	+13%	+$95.1K	0.25%	27
2025 Q4	$736K	Buy	33,366 +16,809	+102%	+$372K	0.23%	28
2025 Q3	$367K	Buy	16,557 +818	+5%	+$18K	0.12%	39
2025 Q2	$346K	Buy	15,739 +4,960	+46%	+$107K	0.14%	35
2025 Q1	$234K	Hold	10,779	–	–	0.11%	28
2024 Q4	$230K	Buy	+10,779	New	+$233K	0.11%	27

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Reliant Wealth Planning held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 37,677 shares worth $821K. The position accounts for 0.23% of the portfolio, ranked #25.

Reliant Wealth Planning first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $825K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Reliant Wealth Planning held 37,677 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $821K as of Q2 2026.
Reliant Wealth Planning left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.23% of Reliant Wealth Planning's portfolio in Q2 2026, its #25 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $825K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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