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 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 Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return