Reliant Wealth Planning’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Reliant Wealth Planning’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-249,667	Closed	-$6.2M	–	22
2023 Q3	$6.2M	Buy	249,667 +8,898	+4%	+$220K	3.29%	7
2023 Q2	$5.97M	Sell	240,769 -11,227	-4%	-$278K	3.6%	6
2023 Q1	$6.25M	Sell	251,996 -4,171	-2%	-$103K	3.88%	4
2022 Q4	$6.33M	Sell	256,167 -3,542	-1%	-$87.5K	3.84%	5
2022 Q3	$6.43M	Buy	259,709 +13,051	+5%	+$324K	2.73%	8
2022 Q2	$6.15M	Buy	+246,658	New	+$6.17M	2.58%	10

Other funds holding IBTD

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Reliant Wealth Planning's IBTD Position: Q4 2023 in Review

Reliant Wealth Planning sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 249,667 shares — an estimated $6.2M sold.

Reliant Wealth Planning first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $6.43M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Reliant Wealth Planning reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Reliant Wealth Planning sold 249,667 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $6.2M.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
Reliant Wealth Planning's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $6.43M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Reliant Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.