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 $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Reliant Wealth Planning's IBTE Position: Q4 2024 in Review

Reliant Wealth Planning sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 42,698 shares — an estimated $1.02M sold.

Reliant Wealth Planning first reported a position in IBTE in Q2 2022 and held it in 9 quarters. The position peaked at $6.2M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Reliant Wealth Planning reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Reliant Wealth Planning sold 42,698 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.02M.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 9 quarters.
  • Reliant Wealth Planning's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $6.2M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Reliant Wealth Planning's 13F filing for Q4 2024, filed 28 Jan 2025.