Reliant Wealth Planning
IBDW icon

Reliant Wealth Planning’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Reliant Wealth Planning’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Hold
13,497
– – 0.08% 46
2026
Q1 		$282K Hold
13,497
– – 0.09% 41
2025
Q4 		$285K Buy
13,497
+2,359
+21% +$50K 0.09% 42
2025
Q3 		$236K Hold
11,138
– – 0.08% 45
2025
Q2 		$234K Buy
+11,138
New +$230K 0.09% 41

Other funds holding IBDW

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Reliant Wealth Planning held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 13,497 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #46.

Reliant Wealth Planning first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q4 2025. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Reliant Wealth Planning held 13,497 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $281K as of Q2 2026.
  • Reliant Wealth Planning left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.08% of Reliant Wealth Planning's portfolio in Q2 2026, its #46 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $285K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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