RCA
IBTD

Resonant Capital Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Resonant Capital Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-124,127
Closed -$3.08M – 293
2023
Q3 		$3.08M Sell
124,127
-78,772
-39% -$1.96M 0.33% 69
2023
Q2 		$5.03M Sell
202,899
-22,841
-10% -$567K 0.55% 45
2023
Q1 		$5.6M Buy
225,740
+69,806
+45% +$1.73M 0.64% 41
2022
Q4 		$3.85M Buy
+155,934
New +$3.85M 0.48% 54