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Reliant Wealth Planning’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Reliant Wealth Planning’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,431
Closed -$199K – 52
2025
Q4 		$199K Hold
8,431
– – 0.06% 52
2025
Q3 		$201K Buy
+8,431
New +$199K 0.07% 50

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Reliant Wealth Planning sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026, closing a stake of 8,431 shares — an estimated $199K sold.

Reliant Wealth Planning first reported a position in IBHI in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 92 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Reliant Wealth Planning reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Reliant Wealth Planning sold 8,431 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $199K.
  • Reliant Wealth Planning first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and held it in 2 quarters.
  • Reliant Wealth Planning's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $201K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

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