Resonant Capital Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,772	Closed	-$271K	–	232
2021 Q4	$271K	Sell	10,772 -4,953	-31%	-$125K	0.04%	180
2021 Q3	$398K	Hold	15,725	–	–	0.07%	146
2021 Q2	$399K	Buy	15,725 +198	+1%	+$5.03K	0.08%	131
2021 Q1	$395K	Hold	15,527	–	–	0.08%	125
2020 Q4	$397K	Hold	15,527	–	–	0.09%	119
2020 Q3	$398K	Buy	15,527 +3,696	+31%	+$94.8K	0.11%	103
2020 Q2	$304K	Sell	11,831 -51,246	-81%	-$1.3M	0.09%	141
2020 Q1	$1.56M	Sell	63,077 -12,521	-17%	-$314K	0.57%	56
2019 Q4	$1.91M	Buy	+75,598	New	+$1.91M	0.6%	50

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Resonant Capital Advisors's IBDN Position: Q1 2022 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 10,772 shares — an estimated $271K sold.

Resonant Capital Advisors first reported a position in IBDN in Q4 2019 and held it in 9 quarters. The position peaked at $1.91M in Q4 2019. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Resonant Capital Advisors sold 10,772 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $271K.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 9 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.91M in Q4 2019.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Resonant Capital Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.