RWP
IBTD

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

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return