Resonant Capital Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,690	Closed	-$270K	–	285
2023 Q2	$270K	Hold	10,690	–	–	0.03%	221
2023 Q1	$269K	Hold	10,690	–	–	0.03%	215
2022 Q4	$268K	Hold	10,690	–	–	0.03%	223
2022 Q3	$267K	Hold	10,690	–	–	0.04%	195
2022 Q2	$268K	Hold	10,690	–	–	0.04%	205
2022 Q1	$270K	Hold	10,690	–	–	0.04%	186
2021 Q4	$274K	Sell	10,690 -823	-7%	-$21.2K	0.04%	179
2021 Q3	$299K	Hold	11,513	–	–	0.05%	162
2021 Q2	$300K	Hold	11,513	–	–	0.06%	154
2021 Q1	$301K	Hold	11,513	–	–	0.06%	150
2020 Q4	$302K	Hold	11,513	–	–	0.07%	150
2020 Q3	$302K	Buy	11,513 +3,808	+49%	+$99.9K	0.09%	128
2020 Q2	$202K	Sell	7,705 -24,286	-76%	-$626K	0.06%	172
2020 Q1	$800K	Sell	31,991 -1,825	-5%	-$46.3K	0.29%	95
2019 Q4	$864K	Buy	+33,816	New	+$864K	0.27%	113

Other funds holding IBDO

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Resonant Capital Advisors's IBDO Position: Q3 2023 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 10,690 shares — an estimated $270K sold.

Resonant Capital Advisors first reported a position in IBDO in Q4 2019 and held it in 15 quarters. The position peaked at $864K in Q4 2019. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Resonant Capital Advisors sold 10,690 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $270K.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 15 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $864K in Q4 2019.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Resonant Capital Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.