RWP
IBDZ

Reliant Wealth Planning’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Reliant Wealth Planning’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$496K Hold
19,050
– – 0.15% 33
2025
Q4 		$502K Hold
19,050
– – 0.16% 33
2025
Q3 		$504K Sell
19,050
-7,553
-28% -$198K 0.16% 32
2025
Q2 		$695K Buy
+26,603
New +$680K 0.27% 28

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reliant Wealth Planning's IBDZ Position: Q1 2026 in Review

Reliant Wealth Planning held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q1 2026 at 19,050 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #33.

Reliant Wealth Planning first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $695K in Q2 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Reliant Wealth Planning held 19,050 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $496K as of Q1 2026.
  • Reliant Wealth Planning left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.15% of Reliant Wealth Planning's portfolio in Q1 2026, its #33 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $695K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Reliant Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.