RCA
IBDT icon

Resonant Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Resonant Capital Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Sell
106,267
-531
-0.5% -$13.4K 0.13% 112
2026
Q1 		$2.71M Buy
106,798
+5,930
+6% +$151K 0.14% 104
2025
Q4 		$2.57M Buy
100,868
+6,828
+7% +$174K 0.14% 107
2025
Q3 		$2.4M Buy
94,040
+41,757
+80% +$1.06M 0.14% 113
2025
Q2 		$1.33M Buy
52,283
+7,138
+16% +$180K 0.08% 142
2025
Q1 		$1.14M Buy
45,145
+1,008
+2% +$25.3K 0.08% 143
2024
Q4 		$1.1M Buy
44,137
+13,403
+44% +$337K 0.08% 144
2024
Q3 		$785K Buy
30,734
+6,245
+26% +$157K 0.06% 171
2024
Q2 		$607K Buy
24,489
+6,097
+33% +$150K 0.05% 184
2024
Q1 		$458K Buy
+18,392
New +$458K 0.04% 205

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Resonant Capital Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.5% in Q2 2026, selling an estimated $13.4K and leaving 106,267 shares worth $2.68M. The position accounts for 0.13% of the portfolio, ranked #112.

Resonant Capital Advisors first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.71M in Q1 2026. 247 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Resonant Capital Advisors held 106,267 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.68M as of Q2 2026.
  • Resonant Capital Advisors sold 531 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $13.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.13% of Resonant Capital Advisors's portfolio in Q2 2026, its #112 holding.
  • Resonant Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Resonant Capital Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $2.71M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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