Resonant Capital Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33,076	Closed	-$782K	–	292
2023 Q3	$782K	Sell	33,076 -44,274	-57%	-$1.04M	0.08%	140
2023 Q2	$1.83M	Sell	77,350 -16,773	-18%	-$396K	0.2%	98
2023 Q1	$2.22M	Buy	94,123 +26,524	+39%	+$625K	0.25%	91
2022 Q4	$1.59M	Buy	+67,599	New	+$1.58M	0.2%	103

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Resonant Capital Advisors's IBHC Position: Q4 2023 in Review

Resonant Capital Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 33,076 shares — an estimated $782K sold.

Resonant Capital Advisors first reported a position in IBHC in Q4 2022 and held it in 4 quarters. The position peaked at $2.22M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Resonant Capital Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Resonant Capital Advisors sold 33,076 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $782K.
Resonant Capital Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2022 and held it in 4 quarters.
Resonant Capital Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $2.22M in Q1 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Resonant Capital Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.