Resonant Capital Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23,954	Closed	-$611K	–	294
2023 Q3	$611K	Sell	23,954 -195,445	-89%	-$4.98M	0.07%	159
2023 Q2	$5.59M	Sell	219,399 -3,530	-2%	-$89.8K	0.61%	40
2023 Q1	$5.67M	Sell	222,929 -71,335	-24%	-$1.81M	0.64%	40
2022 Q4	$7.46M	Sell	294,264 -14,827	-5%	-$375K	0.93%	27
2022 Q3	$7.8M	Buy	+309,091	New	+$7.85M	1.19%	24

Other funds holding IBML

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

Resonant Capital Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 23,954 shares — an estimated $611K sold.

Resonant Capital Advisors first reported a position in IBML in Q3 2022 and held it in 5 quarters. The position peaked at $7.8M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Resonant Capital Advisors sold 23,954 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $611K.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $7.8M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

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