Reliant Wealth Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Buy	96,139 +3,861	+4%	+$85.6K	0.59%	13
2026 Q1	$2.06M	Buy	92,278 +670	+0.7%	+$15K	0.62%	14
2025 Q4	$2.05M	Buy	91,608 +616	+0.7%	+$13.8K	0.64%	14
2025 Q3	$2.04M	Hold	90,992	–	–	0.66%	13
2025 Q2	$2.03M	Buy	90,992 +10,754	+13%	+$239K	0.79%	11
2025 Q1	$1.79M	Sell	80,238 -330	-0.4%	-$7.26K	0.81%	9
2024 Q4	$1.76M	Buy	80,568 +12,079	+18%	+$266K	0.83%	8
2024 Q3	$1.54M	Buy	68,489 +10,842	+19%	+$241K	0.67%	6
2024 Q2	$1.26M	Buy	57,647 +26,925	+88%	+$584K	0.58%	8
2024 Q1	$674K	Buy	30,722 +3,096	+11%	+$68.1K	0.32%	8
2023 Q4	$614K	Buy	+27,626	New	+$599K	0.3%	12

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Reliant Wealth Planning increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 4.2% in Q2 2026, buying an estimated $85.6K and bringing the position to 96,139 shares worth $2.13M. The position accounts for 0.59% of the portfolio, ranked #13.

Reliant Wealth Planning first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Reliant Wealth Planning held 96,139 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.13M as of Q2 2026.
Reliant Wealth Planning bought 3,861 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $85.6K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.59% of Reliant Wealth Planning's portfolio in Q2 2026, its #13 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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