Resonant Capital Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$694K	Sell	27,052 -409	-1%	-$10.5K	0.03%	237
2026 Q1	$704K	Hold	27,461	–	–	0.04%	219
2025 Q4	$704K	Hold	27,461	–	–	0.04%	202
2025 Q3	$705K	Hold	27,461	–	–	0.04%	200
2025 Q2	$704K	Hold	27,461	–	–	0.04%	195
2025 Q1	$702K	Buy	27,461 +15,680	+133%	+$400K	0.05%	176
2024 Q4	$300K	Buy	+11,781	New	+$301K	0.02%	277

Other funds holding IBMO

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Resonant Capital Advisors's IBMO Position: Q2 2026 in Review

Resonant Capital Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 1.5% in Q2 2026, selling an estimated $10.5K and leaving 27,052 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #237.

Resonant Capital Advisors first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $705K in Q3 2025. 97 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Resonant Capital Advisors held 27,052 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $694K as of Q2 2026.
Resonant Capital Advisors sold 409 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $10.5K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #237 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $705K in Q3 2025.
97 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.