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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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 +$376K 0.12% 158