RWP
Reliant Wealth Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Buy |
90,992
+10,754
| +13% | +$240K | 0.79% | 11 |
|
2025
Q1 | $1.79M | Sell |
80,238
-330
| -0.4% | -$7.34K | 0.81% | 9 |
|
2024
Q4 | $1.76M | Buy |
80,568
+12,079
| +18% | +$265K | 0.83% | 8 |
|
2024
Q3 | $1.54M | Buy |
68,489
+10,842
| +19% | +$244K | 0.67% | 6 |
|
2024
Q2 | $1.26M | Buy |
57,647
+26,925
| +88% | +$588K | 0.58% | 8 |
|
2024
Q1 | $674K | Buy |
30,722
+3,096
| +11% | +$67.9K | 0.32% | 8 |
|
2023
Q4 | $614K | Buy |
+27,626
| New | +$614K | 0.3% | 12 |
|