Resonant Capital Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,762	Closed	-$270K	–	356
2024 Q1	$270K	Hold	10,762	–	–	0.02%	281
2023 Q4	$268K	Buy	+10,762	New	+$267K	0.03%	253
2021 Q4	–	Sell	-8,292	Closed	-$218K	–	211
2021 Q3	$218K	Hold	8,292	–	–	0.04%	180
2021 Q2	$219K	Buy	+8,292	New	+$219K	0.04%	166

Other funds holding IBDP

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Resonant Capital Advisors's IBDP Position: Q2 2024 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 10,762 shares — an estimated $270K sold.

Resonant Capital Advisors first reported a position in IBDP in Q2 2021 and held it in 4 quarters. The position peaked at $270K in Q1 2024. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Resonant Capital Advisors sold 10,762 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $270K.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $270K in Q1 2024.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Resonant Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.