Resonant Capital Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Hold
2025
Q2
$258K Hold
2025
Q1
$257K Sell
2024
Q4
$302K Sell
2024
Q3
$323K Sell
2024
Q2
$344K Hold
2024
Q1
$345K Sell
2023
Q4
$349K Sell
2023
Q3
$369K Hold
2023
Q2
$374K Sell
2023
Q1
$514K Buy
2022
Q4
$488K Buy
2022
Q3
$430K Buy
2022
Q2
$440K Buy