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Reliant Wealth Planning’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Reliant Wealth Planning’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Hold
16,898
– – 0.09% 41
2026
Q1 		$345K Hold
16,898
– – 0.1% 39
2025
Q4 		$347K Buy
16,898
+2,428
+17% +$50K 0.11% 38
2025
Q3 		$298K Hold
14,470
– – 0.1% 41
2025
Q2 		$297K Buy
+14,470
New +$293K 0.12% 38

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Reliant Wealth Planning held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 16,898 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #41.

Reliant Wealth Planning first reported a position in IBTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $347K in Q4 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Reliant Wealth Planning held 16,898 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $341K as of Q2 2026.
  • Reliant Wealth Planning left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.09% of Reliant Wealth Planning's portfolio in Q2 2026, its #41 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $347K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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