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Reliant Wealth Planning’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Reliant Wealth Planning’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$821K Hold
41,998
– – 0.23% 26
2026
Q1 		$828K Buy
41,998
+4,779
+13% +$94.8K 0.25% 26
2025
Q4 		$739K Buy
37,219
+18,681
+101% +$372K 0.23% 27
2025
Q3 		$368K Buy
18,538
+909
+5% +$18K 0.12% 38
2025
Q2 		$350K Buy
17,629
+5,469
+45% +$107K 0.14% 34
2025
Q1 		$239K Hold
12,160
– – 0.11% 27
2024
Q4 		$233K Buy
+12,160
New +$237K 0.11% 26

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Reliant Wealth Planning held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 41,998 shares worth $821K. The position accounts for 0.23% of the portfolio, ranked #26.

Reliant Wealth Planning first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. The position peaked at $828K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Reliant Wealth Planning held 41,998 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $821K as of Q2 2026.
  • Reliant Wealth Planning left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.23% of Reliant Wealth Planning's portfolio in Q2 2026, its #26 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $828K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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