RCA
IBTF

Resonant Capital Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Resonant Capital Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,371
Closed -$266K – 455
2025
Q3 		$266K Hold
11,371
– – 0.02% 354
2025
Q2 		$266K Hold
11,371
– – 0.02% 348
2025
Q1 		$266K Sell
11,371
-2,058
-15% -$48K 0.02% 308
2024
Q4 		$313K Sell
13,429
-632
-4% -$14.7K 0.02% 264
2024
Q3 		$329K Sell
14,061
-1,260
-8% -$29.4K 0.02% 266
2024
Q2 		$356K Hold
15,321
– – 0.03% 238
2024
Q1 		$356K Sell
15,321
-6
-0% -$139 0.03% 238
2023
Q4 		$357K Sell
15,327
-1,241
-7% -$28.7K 0.03% 208
2023
Q3 		$382K Hold
16,568
– – 0.04% 189
2023
Q2 		$383K Sell
16,568
-5,605
-25% -$131K 0.04% 179
2023
Q1 		$522K Buy
22,173
+1,016
+5% +$23.7K 0.06% 163
2022
Q4 		$493K Buy
21,157
+2,333
+12% +$54.3K 0.06% 168
2022
Q3 		$438K Buy
18,824
+388
+2% +$9.22K 0.07% 157
2022
Q2 		$442K Buy
+18,436
New +$443K 0.07% 159

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Resonant Capital Advisors's IBTF Position: Q4 2025 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 11,371 shares — an estimated $266K sold.

Resonant Capital Advisors first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $522K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Resonant Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 11,371 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $266K.
  • Resonant Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • Resonant Capital Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $522K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Resonant Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.