RWP
IBTP

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

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
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. 63 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.
  • 63 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.