Resonant Capital Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Hold	13,914	–	–	0.02%	377
2026 Q1	$354K	Hold	13,914	–	–	0.02%	346
2025 Q4	$353K	Hold	13,914	–	–	0.02%	311
2025 Q3	$354K	Hold	13,914	–	–	0.02%	301
2025 Q2	$353K	Hold	13,914	–	–	0.02%	299
2025 Q1	$352K	Buy	13,914 +3,963	+40%	+$100K	0.02%	259
2024 Q4	$250K	Buy	+9,951	New	+$252K	0.02%	308

Other funds holding IBMP

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KCM

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

CCWA

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

PWM

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

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

HCM

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

CWP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Resonant Capital Advisors held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 13,914 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #377.

Resonant Capital Advisors first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q3 2025. 118 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Resonant Capital Advisors held 13,914 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $354K as of Q2 2026.
Resonant Capital Advisors left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #377 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $354K in Q3 2025.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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