Resonant Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19M	Sell	94,399 -877	-0.9%	-$20.3K	0.1%	125
2026 Q1	$2.22M	Buy	95,276 +10,766	+13%	+$252K	0.12%	118
2025 Q4	$1.98M	Buy	84,510 +9,539	+13%	+$224K	0.11%	120
2025 Q3	$1.76M	Buy	74,971 +39,059	+109%	+$912K	0.1%	126
2025 Q2	$838K	Buy	35,912 +15,835	+79%	+$365K	0.05%	175
2025 Q1	$464K	Buy	20,077 +1,105	+6%	+$25.3K	0.03%	221
2024 Q4	$433K	Buy	+18,972	New	+$437K	0.03%	223

Other funds holding IBDU

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

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

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

GWA

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KCM

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Resonant Capital Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.92% in Q2 2026, selling an estimated $20.3K and leaving 94,399 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #125.

Resonant Capital Advisors first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q1 2026. 219 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Resonant Capital Advisors held 94,399 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.19M as of Q2 2026.
Resonant Capital Advisors sold 877 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $20.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.1% of Resonant Capital Advisors's portfolio in Q2 2026, its #125 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.22M in Q1 2026.
219 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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