Reliant Wealth Planning’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Buy	61,315 +896	+1%	+$19.4K	0.37%	21
2026 Q1	$1.32M	Buy	60,419 +4,544	+8%	+$99.7K	0.4%	21
2025 Q4	$1.23M	Buy	55,875 +11,551	+26%	+$254K	0.38%	21
2025 Q3	$973K	Hold	44,324	–	–	0.32%	24
2025 Q2	$972K	Buy	44,324 +4,639	+12%	+$101K	0.38%	25
2025 Q1	$864K	Hold	39,685	–	–	0.39%	17
2024 Q4	$846K	Buy	39,685 +10,169	+34%	+$219K	0.4%	16
2024 Q3	$652K	Buy	29,516 +19,361	+191%	+$423K	0.28%	17
2024 Q2	$217K	Hold	10,155	–	–	0.1%	24
2024 Q1	$218K	Buy	+10,155	New	+$219K	0.1%	21

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

Reliant Wealth Planning increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.5% in Q2 2026, buying an estimated $19.4K and bringing the position to 61,315 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #21.

Reliant Wealth Planning first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Reliant Wealth Planning held 61,315 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.33M as of Q2 2026.
Reliant Wealth Planning bought 896 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $19.4K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.37% of Reliant Wealth Planning's portfolio in Q2 2026, its #21 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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