Reliant Wealth Planning’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$690K	Sell	28,589 -2,054	-7%	-$49.6K	0.19%	29
2026 Q1	$747K	Hold	30,643	–	–	0.23%	28
2025 Q4	$752K	Sell	30,643 -809	-3%	-$20K	0.24%	26
2025 Q3	$775K	Sell	31,452 -15,715	-33%	-$384K	0.25%	28
2025 Q2	$1.16M	Buy	+47,167	New	+$1.14M	0.45%	21

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Reliant Wealth Planning reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 6.7% in Q2 2026, selling an estimated $49.6K and leaving 28,589 shares worth $690K. The position accounts for 0.19% of the portfolio, ranked #29.

Reliant Wealth Planning first reported a position in IBTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Reliant Wealth Planning held 28,589 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $690K as of Q2 2026.
Reliant Wealth Planning sold 2,054 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $49.6K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.19% of Reliant Wealth Planning's portfolio in Q2 2026, its #29 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.16M in Q2 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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