Resonant Capital Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.65M	Hold	233,352	–	–	0.27%	66
2026 Q1	$5.66M	Buy	233,352 +6,196	+3%	+$150K	0.3%	59
2025 Q4	$5.52M	Buy	227,156 +6,045	+3%	+$147K	0.3%	63
2025 Q3	$5.38M	Buy	221,111 +35,556	+19%	+$862K	0.31%	62
2025 Q2	$4.5M	Buy	185,555 +7,452	+4%	+$180K	0.29%	70
2025 Q1	$4.31M	Buy	178,103 +6,255	+4%	+$150K	0.3%	69
2024 Q4	$4.12M	Buy	171,848 +59,852	+53%	+$1.44M	0.3%	69
2024 Q3	$2.73M	Buy	111,996 +86,440	+338%	+$2.08M	0.2%	91
2024 Q2	$606K	Buy	25,556 +6,352	+33%	+$150K	0.05%	185
2024 Q1	$457K	Buy	+19,204	New	+$457K	0.04%	206

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Resonant Capital Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 233,352 shares worth $5.65M. The position accounts for 0.27% of the portfolio, ranked #66.

Resonant Capital Advisors first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.66M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Resonant Capital Advisors held 233,352 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.65M as of Q2 2026.
Resonant Capital Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.27% of Resonant Capital Advisors's portfolio in Q2 2026, its #66 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $5.66M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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