Resonant Capital Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,749	Closed	-$216K	–	213
2021 Q3	$216K	Hold	8,749	–	–	0.04%	182
2021 Q2	$217K	Buy	+8,749	New	+$217K	0.04%	168
2020 Q4	–	Sell	-11,203	Closed	-$281K	–	175
2020 Q3	$281K	Sell	11,203 -843	-7%	-$21.1K	0.08%	135
2020 Q2	$303K	Sell	12,046 -59,523	-83%	-$1.49M	0.09%	143
2020 Q1	$1.76M	Sell	71,569 -12,118	-14%	-$301K	0.64%	44
2019 Q4	$2.09M	Buy	+83,687	New	+$2.09M	0.66%	42

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Resonant Capital Advisors's IBDM Position: Q4 2021 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 8,749 shares — an estimated $216K sold.

Resonant Capital Advisors first reported a position in IBDM in Q4 2019 and held it in 6 quarters. The position peaked at $2.09M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Resonant Capital Advisors sold 8,749 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $216K.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.09M in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Resonant Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.