Resonant Capital Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Sell	70,766 -5,839	-8%	-$122K	0.07%	156
2026 Q1	$1.6M	Buy	76,605 +35,582	+87%	+$751K	0.08%	143
2025 Q4	$868K	Buy	41,023 +8,319	+25%	+$176K	0.05%	177
2025 Q3	$694K	Buy	+32,704	New	+$689K	0.04%	202

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Resonant Capital Advisors reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.6% in Q2 2026, selling an estimated $122K and leaving 70,766 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #156.

Resonant Capital Advisors first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Resonant Capital Advisors held 70,766 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.47M as of Q2 2026.
Resonant Capital Advisors sold 5,839 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $122K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Resonant Capital Advisors's portfolio in Q2 2026, its #156 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.6M in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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