Resonant Capital Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40,149	Closed	-$1.03M	–	296
2023 Q3	$1.03M	Sell	40,149 -98,949	-71%	-$2.55M	0.11%	124
2023 Q2	$3.58M	Hold	139,098	–	–	0.39%	61
2023 Q1	$3.6M	Sell	139,098 -20,422	-13%	-$527K	0.41%	58
2022 Q4	$4.11M	Buy	159,520 +26,672	+20%	+$684K	0.51%	51
2022 Q3	$3.39M	Buy	+132,848	New	+$3.44M	0.51%	53

Other funds holding IBMM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Resonant Capital Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2023, closing a stake of 40,149 shares — an estimated $1.03M sold.

Resonant Capital Advisors first reported a position in IBMM in Q3 2022 and held it in 5 quarters. The position peaked at $4.11M in Q4 2022. 159 funds tracked by Wall St. Rank hold IBMM as of Q4 2023.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Resonant Capital Advisors sold 40,149 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2023, an estimated $1.03M.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.11M in Q4 2022.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2023.

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