Resonant Capital Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Sell	87,893 -932	-1%	-$20.3K	0.09%	138
2026 Q1	$1.94M	Buy	88,825 +6,858	+8%	+$151K	0.1%	129
2025 Q4	$1.81M	Buy	81,967 +10,676	+15%	+$236K	0.1%	123
2025 Q3	$1.58M	Buy	71,291 +41,417	+139%	+$912K	0.09%	131
2025 Q2	$657K	Buy	+29,874	New	+$647K	0.04%	207

Other funds holding IBDV

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

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

KCM

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

VVP

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Resonant Capital Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1% in Q2 2026, selling an estimated $20.3K and leaving 87,893 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #138.

Resonant Capital Advisors first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q1 2026. 191 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Resonant Capital Advisors held 87,893 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.92M as of Q2 2026.
Resonant Capital Advisors sold 932 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $20.3K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.09% of Resonant Capital Advisors's portfolio in Q2 2026, its #138 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.94M in Q1 2026.
191 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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