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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return