Reliant Wealth Planning’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	52,382	–	–	0.37%	20
2026 Q1	$1.34M	Hold	52,382	–	–	0.41%	19
2025 Q4	$1.35M	Sell	52,382 -1,928	-4%	-$50.1K	0.42%	20
2025 Q3	$1.41M	Hold	54,310	–	–	0.46%	17
2025 Q2	$1.4M	Buy	+54,310	New	+$1.38M	0.55%	14

Other funds holding IBTP

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Reliant Wealth Planning held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q2 2026 at 52,382 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #20.

Reliant Wealth Planning first reported a position in IBTP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q3 2025. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

Reliant Wealth Planning held 52,382 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $1.33M as of Q2 2026.
Reliant Wealth Planning left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2034 Term Treasury ETF made up 0.37% of Reliant Wealth Planning's portfolio in Q2 2026, its #20 holding.
Reliant Wealth Planning first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Reliant Wealth Planning's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $1.41M in Q3 2025.
62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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