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Reliant Wealth Planning’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Reliant Wealth Planning’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Hold
11,366
– – 0.07% 49
2026
Q1 		$267K Hold
11,366
– – 0.08% 42
2025
Q4 		$269K Hold
11,366
– – 0.08% 44
2025
Q3 		$271K Hold
11,366
– – 0.09% 43
2025
Q2 		$270K Sell
11,366
-135
-1% -$3.14K 0.11% 40
2025
Q1 		$269K Sell
11,501
-128
-1% -$3.01K 0.12% 24
2024
Q4 		$272K Hold
11,629
– – 0.13% 24
2024
Q3 		$277K Sell
11,629
-216
-2% -$5.06K 0.12% 24
2024
Q2 		$274K Buy
+11,845
New +$273K 0.13% 20

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Reliant Wealth Planning held its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) position steady in Q2 2026 at 11,366 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #49.

Reliant Wealth Planning first reported a position in IBHH in Q2 2024 and has held it in 9 quarters since. The position peaked at $277K in Q3 2024. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Reliant Wealth Planning held 11,366 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $267K as of Q2 2026.
  • Reliant Wealth Planning left its iShares iBonds 2028 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.07% of Reliant Wealth Planning's portfolio in Q2 2026, its #49 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Reliant Wealth Planning's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $277K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

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