Reliant Wealth Planning’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	64,822 +332	+0.5%	+$7.59K	0.41%	17
2026 Q1	$1.48M	Sell	64,490 -1,661	-3%	-$38K	0.45%	17
2025 Q4	$1.51M	Buy	66,151 +2,187	+3%	+$50.1K	0.47%	16
2025 Q3	$1.47M	Buy	63,964 +6,236	+11%	+$143K	0.48%	15
2025 Q2	$1.32M	Buy	57,728 +2,412	+4%	+$55.2K	0.52%	17
2025 Q1	$1.27M	Sell	55,316 -4,798	-8%	-$110K	0.58%	12
2024 Q4	$1.37M	Buy	60,114 +23,337	+63%	+$533K	0.64%	11
2024 Q3	$848K	Buy	36,777 +8,029	+28%	+$184K	0.37%	12
2024 Q2	$651K	Buy	28,748 +1,522	+6%	+$34.4K	0.3%	17
2024 Q1	$618K	Hold	27,226	–	–	0.3%	12
2023 Q4	$622K	Buy	27,226 +2,327	+9%	+$52.5K	0.3%	10
2023 Q3	$559K	Buy	+24,899	New	+$561K	0.3%	9

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Reliant Wealth Planning's IBTG Position: Q2 2026 in Review

Reliant Wealth Planning increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.51% in Q2 2026, buying an estimated $7.59K and bringing the position to 64,822 shares worth $1.48M. The position accounts for 0.41% of the portfolio, ranked #17.

Reliant Wealth Planning first reported a position in IBTG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Reliant Wealth Planning held 64,822 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.48M as of Q2 2026.
Reliant Wealth Planning bought 332 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $7.59K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.41% of Reliant Wealth Planning's portfolio in Q2 2026, its #17 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.51M in Q4 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.