RWP
Reliant Wealth Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
62,576
+621
| +1% | +$14.5K | 0.57% | 13 |
|
|
2025
Q1 | $1.45M | Sell |
61,955
-6,861
| -10% | -$160K | 0.66% | 11 |
|
|
2024
Q4 | $1.6M | Buy |
68,816
+13,869
| +25% | +$323K | 0.75% | 9 |
|
|
2024
Q3 | $1.29M | Buy |
54,947
+7,605
| +16% | +$178K | 0.56% | 7 |
|
|
2024
Q2 | $1.1M | Buy |
47,342
+4,631
| +11% | +$108K | 0.51% | 9 |
|
|
2024
Q1 | $992K | Buy |
42,711
+11,678
| +38% | +$271K | 0.47% | 6 |
|
|
2023
Q4 | $722K | Buy |
31,033
+7,535
| +32% | +$175K | 0.35% | 7 |
|
|
2023
Q3 | $542K | Buy |
+23,498
| New | +$542K | 0.29% | 10 |
|
|
2023
Q2 | – | Sell |
-175,634
| Closed | -$4.13M | – | 12 |
|
|
2023
Q1 | $4.13M | Sell |
175,634
-792
| -0.4% | -$18.6K | 2.56% | 9 |
|
|
2022
Q4 | $4.11M | Buy |
176,426
+891
| +0.5% | +$20.7K | 2.49% | 10 |
|
|
2022
Q3 | $4.09M | Buy |
175,535
+4,104
| +2% | +$95.5K | 1.73% | 12 |
|
|
2022
Q2 | $4.11M | Buy |
+171,431
| New | +$4.11M | 1.73% | 12 |
|