RCA
IBDQ

Resonant Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Resonant Capital Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-163,430
Closed -$4.12M – 453
2025
Q3 		$4.12M Sell
163,430
-3,027
-2% -$76.1K 0.24% 72
2025
Q2 		$4.19M Hold
166,457
– – 0.27% 73
2025
Q1 		$4.19M Sell
166,457
-1,676
-1% -$42.1K 0.29% 71
2024
Q4 		$4.21M Buy
168,133
+48,936
+41% +$1.23M 0.31% 67
2024
Q3 		$2.99M Buy
119,197
+89,057
+295% +$2.22M 0.22% 84
2024
Q2 		$749K Buy
30,140
+8,070
+37% +$200K 0.06% 170
2024
Q1 		$548K Buy
+22,070
New +$547K 0.05% 192
2021
Q4 		– Sell
-8,086
Closed -$217K – 209
2021
Q3 		$217K Hold
8,086
– – 0.04% 181
2021
Q2 		$218K Buy
+8,086
New +$218K 0.04% 167

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Resonant Capital Advisors's IBDQ Position: Q4 2025 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 163,430 shares — an estimated $4.12M sold.

Resonant Capital Advisors first reported a position in IBDQ in Q2 2021 and held it in 9 quarters. The position peaked at $4.21M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Resonant Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 163,430 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.12M.
  • Resonant Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 9 quarters.
  • Resonant Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.21M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Resonant Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.