Reliant Wealth Planning Ishares Tr Ibonds Dec 2031 Ter Transaction History

Reliant Wealth Planning

$220 Million
Q2 2025

A detailed history of Reliant Wealth Planning transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Reliant Wealth Planning holds 11,138 shares of IBDW stock, worth $236,014. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,138

Holding current value

$236,014

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$20.23 - $21.04 $225,321 - $234,343	11,138 New	11,138 $234,000

Others Institutions Holding IBDW

# of Institutions

230

Shares Held

64.6M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$135 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.13M
Shares

$66.4 Million
1.24% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.5 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.47M
Shares

$52.3 Million
1.9% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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Reliant Wealth Planning Ishares Tr Ibonds Dec 2031 Ter Transaction History