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 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

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return