Resonant Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.99M	Sell	247,125 -9,982	-4%	-$242K	0.29%	62
2026 Q1	$6.23M	Sell	257,107 -1,079	-0.4%	-$26.1K	0.33%	56
2025 Q4	$6.26M	Buy	258,186 +11,010	+4%	+$267K	0.34%	52
2025 Q3	$6.01M	Buy	247,176 +60,362	+32%	+$1.46M	0.35%	54
2025 Q2	$4.53M	Buy	186,814 +7,440	+4%	+$180K	0.29%	69
2025 Q1	$4.34M	Buy	179,374 +2,077	+1%	+$50.1K	0.3%	67
2024 Q4	$4.27M	Buy	177,297 +55,493	+46%	+$1.34M	0.31%	65
2024 Q3	$2.96M	Buy	121,804 +94,240	+342%	+$2.27M	0.22%	86
2024 Q2	$657K	Buy	27,564 +8,417	+44%	+$200K	0.05%	179
2024 Q1	$457K	Buy	+19,147	New	+$456K	0.04%	207

Other funds holding IBDR

HPC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Resonant Capital Advisors's IBDR Position: Q2 2026 in Review

Resonant Capital Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.9% in Q2 2026, selling an estimated $242K and leaving 247,125 shares worth $5.99M. The position accounts for 0.29% of the portfolio, ranked #62.

Resonant Capital Advisors first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.26M in Q4 2025. 222 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Resonant Capital Advisors held 247,125 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.99M as of Q2 2026.
Resonant Capital Advisors sold 9,982 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $242K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Resonant Capital Advisors's portfolio in Q2 2026, its #62 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6.26M in Q4 2025.
222 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.