Resonant Capital Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-13,313	Closed	-$339K	–	182
2020 Q2	$339K	Sell	13,313 -5,827	-30%	-$148K	0.1%	132
2020 Q1	$486K	Buy	19,140 +4,394	+30%	+$112K	0.18%	130
2019 Q4	$376K	Buy	+14,746	New	+$377K	0.12%	158

Other funds holding IBMI

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Resonant Capital Advisors's IBMI Position: Q3 2020 in Review

Resonant Capital Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 13,313 shares — an estimated $339K sold.

Resonant Capital Advisors first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $486K in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Resonant Capital Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Resonant Capital Advisors sold 13,313 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $339K.
Resonant Capital Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
Resonant Capital Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $486K in Q1 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Resonant Capital Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.