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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-124,127	Closed	-$3.08M	–	293
2023 Q3	$3.08M	Sell	124,127 -78,772	-39%	-$1.95M	0.33%	69
2023 Q2	$5.03M	Sell	202,899 -22,841	-10%	-$566K	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

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

Resonant Capital Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 124,127 shares — an estimated $3.08M sold.

Resonant Capital Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $5.6M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Resonant Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Resonant Capital Advisors sold 124,127 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $3.08M.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Resonant Capital Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $5.6M in Q1 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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