Reliant Wealth Planning’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Buy	67,387 +691	+1%	+$15.5K	0.41%	16
2026 Q1	$1.5M	Buy	66,696 +489	+0.7%	+$11K	0.45%	16
2025 Q4	$1.49M	Buy	66,207 +5,124	+8%	+$115K	0.46%	17
2025 Q3	$1.38M	Buy	61,083 +2,006	+3%	+$45K	0.45%	19
2025 Q2	$1.33M	Buy	59,077 +5,792	+11%	+$130K	0.52%	16
2025 Q1	$1.19M	Sell	53,285 -7,709	-13%	-$172K	0.55%	14
2024 Q4	$1.35M	Buy	60,994 +19,986	+49%	+$445K	0.64%	12
2024 Q3	$928K	Buy	41,008 +8,509	+26%	+$191K	0.4%	11
2024 Q2	$717K	Buy	32,499 +9,333	+40%	+$205K	0.33%	12
2024 Q1	$513K	Hold	23,166	–	–	0.25%	14
2023 Q4	$519K	Buy	23,166 +10,051	+77%	+$221K	0.25%	13
2023 Q3	$287K	Buy	+13,115	New	+$289K	0.15%	17

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Reliant Wealth Planning increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1% in Q2 2026, buying an estimated $15.5K and bringing the position to 67,387 shares worth $1.51M. The position accounts for 0.41% of the portfolio, ranked #16.

Reliant Wealth Planning first reported a position in IBTH in Q3 2023 and has held it in 12 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Reliant Wealth Planning held 67,387 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.51M as of Q2 2026.
Reliant Wealth Planning bought 691 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $15.5K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.41% of Reliant Wealth Planning's portfolio in Q2 2026, its #16 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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