Resonant Capital Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
185,555
+7,452
| +4% | +$181K | 0.29% | 70 |
|
|
2025
Q1 | $4.31M | Buy |
178,103
+6,255
| +4% | +$151K | 0.3% | 69 |
|
|
2024
Q4 | $4.12M | Buy |
171,848
+59,852
| +53% | +$1.43M | 0.3% | 69 |
|
|
2024
Q3 | $2.73M | Buy |
111,996
+86,440
| +338% | +$2.11M | 0.2% | 91 |
|
|
2024
Q2 | $606K | Buy |
25,556
+6,352
| +33% | +$151K | 0.05% | 185 |
|
|
2024
Q1 | $457K | Buy |
+19,204
| New | +$457K | 0.04% | 206 |
|