RWP
IBTE

Reliant Wealth Planning’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Reliant Wealth Planning’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,698
Closed -$1.02M – 29
2024
Q3 		$1.02M Sell
42,698
-20,876
-33% -$500K 0.44% 10
2024
Q2 		$1.52M Buy
63,574
+26,697
+72% +$639K 0.7% 6
2024
Q1 		$883K Buy
36,877
+497
+1% +$11.9K 0.42% 7
2023
Q4 		$868K Buy
36,380
+14,356
+65% +$342K 0.42% 6
2023
Q3 		$525K Buy
+22,024
New +$524K 0.28% 13
2023
Q2 		– Sell
-258,277
Closed -$6.2M – 14
2023
Q1 		$6.2M Sell
258,277
-1,059
-0.4% -$25.3K 3.84% 6
2022
Q4 		$6.19M Buy
259,336
+1,152
+0.4% +$27.5K 3.75% 8
2022
Q3 		$6.18M Buy
258,184
+6,054
+2% +$147K 2.63% 11
2022
Q2 		$6.16M Buy
+252,130
New +$6.17M 2.59% 8

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return