RWP
Reliant Wealth Planning’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
44,324
+4,639
| +12% | +$102K | 0.38% | 25 |
|
|
2025
Q1 | $864K | Hold |
39,685
| – | – | 0.39% | 17 |
|
|
2024
Q4 | $846K | Buy |
39,685
+10,169
| +34% | +$217K | 0.4% | 16 |
|
|
2024
Q3 | $652K | Buy |
29,516
+19,361
| +191% | +$428K | 0.28% | 17 |
|
|
2024
Q2 | $217K | Hold |
10,155
| – | – | 0.1% | 24 |
|
|
2024
Q1 | $218K | Buy |
+10,155
| New | +$218K | 0.1% | 21 |
|