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 Q2	$496K	Hold	19,050	–	–	0.14%	34
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

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

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Reliant Wealth Planning held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 19,050 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #34.

Reliant Wealth Planning first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $695K in Q2 2025. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Reliant Wealth Planning held 19,050 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $496K as of Q2 2026.
Reliant Wealth Planning left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.14% of Reliant Wealth Planning's portfolio in Q2 2026, its #34 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $695K in Q2 2025.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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