RWP
IBTQ

Reliant Wealth Planning’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Reliant Wealth Planning’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$347K Sell
13,818
-1,589
-10% -$39.9K 0.1% 40
2026
Q1 		$390K Hold
15,407
– – 0.12% 36
2025
Q4 		$393K Hold
15,407
– – 0.12% 37
2025
Q3 		$393K Buy
+15,407
New +$389K 0.13% 37

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Reliant Wealth Planning reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 10% in Q2 2026, selling an estimated $39.9K and leaving 13,818 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #40.

Reliant Wealth Planning first reported a position in IBTQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $393K in Q3 2025. 47 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Reliant Wealth Planning held 13,818 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $347K as of Q2 2026.
  • Reliant Wealth Planning sold 1,589 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $39.9K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.1% of Reliant Wealth Planning's portfolio in Q2 2026, its #40 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $393K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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