RWP
IBDY icon

Reliant Wealth Planning’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Reliant Wealth Planning’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$754K Sell
29,284
-7,726
-21% -$199K 0.21% 27
2026
Q1 		$957K Hold
37,010
– – 0.29% 23
2025
Q4 		$967K Hold
37,010
– – 0.3% 23
2025
Q3 		$971K Sell
37,010
-7,497
-17% -$195K 0.31% 25
2025
Q2 		$1.15M Buy
+44,507
New +$1.13M 0.45% 22

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Reliant Wealth Planning reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 21% in Q2 2026, selling an estimated $199K and leaving 29,284 shares worth $754K. The position accounts for 0.21% of the portfolio, ranked #27.

Reliant Wealth Planning first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q2 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Reliant Wealth Planning held 29,284 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $754K as of Q2 2026.
  • Reliant Wealth Planning sold 7,726 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $199K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.21% of Reliant Wealth Planning's portfolio in Q2 2026, its #27 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.15M in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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