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
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

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Reliant Wealth Planning's IBTQ Position: Q1 2026 in Review

Reliant Wealth Planning held its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) position steady in Q1 2026 at 15,407 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #36.

Reliant Wealth Planning first reported a position in IBTQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $393K in Q3 2025. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • Reliant Wealth Planning held 15,407 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $390K as of Q1 2026.
  • Reliant Wealth Planning left its iShares iBonds Dec 2035 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.12% of Reliant Wealth Planning's portfolio in Q1 2026, its #36 holding.
  • Reliant Wealth Planning first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Reliant Wealth Planning's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $393K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

Based on Reliant Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.