Reliant Wealth Planning’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Hold	40,753	–	–	0.25%	23
2026 Q1	$934K	Hold	40,753	–	–	0.28%	24
2025 Q4	$940K	Sell	40,753 -2,721	-6%	-$63.1K	0.29%	24
2025 Q3	$1.01M	Sell	43,474 -8,462	-16%	-$194K	0.33%	23
2025 Q2	$1.2M	Buy	+51,936	New	+$1.18M	0.47%	19

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

Reliant Wealth Planning held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 40,753 shares worth $925K. The position accounts for 0.25% of the portfolio, ranked #23.

Reliant Wealth Planning first reported a position in IBTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2025. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Reliant Wealth Planning held 40,753 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $925K as of Q2 2026.
Reliant Wealth Planning left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.25% of Reliant Wealth Planning's portfolio in Q2 2026, its #23 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.2M in Q2 2025.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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