Resonant Capital Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Resonant Capital Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,944	Closed	-$352K	–	173
2020 Q3	$352K	Sell	13,944 -841	-6%	-$21.2K	0.1%	117
2020 Q2	$375K	Sell	14,785 -32,916	-69%	-$832K	0.11%	126
2020 Q1	$1.2M	Sell	47,701 -10,991	-19%	-$277K	0.44%	75
2019 Q4	$1.49M	Buy	+58,692	New	+$1.49M	0.47%	65

Other funds holding IBDL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Resonant Capital Advisors's IBDL Position: Q4 2020 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 13,944 shares — an estimated $352K sold.

Resonant Capital Advisors first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $1.49M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Resonant Capital Advisors sold 13,944 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $352K.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.49M in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Resonant Capital Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.