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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Sell	11,009 -474	-4%	-$10.6K	0.01%	458
2026 Q1	$258K	Hold	11,483	–	–	0.01%	424
2025 Q4	$258K	Hold	11,483	–	–	0.01%	370
2025 Q3	$259K	Hold	11,483	–	–	0.02%	362
2025 Q2	$258K	Hold	11,483	–	–	0.02%	351
2025 Q1	$257K	Sell	11,483 -2,117	-16%	-$47.1K	0.02%	314
2024 Q4	$302K	Sell	13,600 -654	-5%	-$14.6K	0.02%	275
2024 Q3	$323K	Sell	14,254 -1,313	-8%	-$29.4K	0.02%	268
2024 Q2	$344K	Hold	15,567	–	–	0.03%	245
2024 Q1	$345K	Sell	15,567 -6	-0%	-$133	0.03%	246
2023 Q4	$349K	Sell	15,573 -1,294	-8%	-$28.4K	0.03%	212
2023 Q3	$369K	Hold	16,867	–	–	0.04%	191
2023 Q2	$374K	Sell	16,867 -5,804	-26%	-$131K	0.04%	183
2023 Q1	$514K	Buy	22,671 +735	+3%	+$16.5K	0.06%	165
2022 Q4	$488K	Buy	21,936 +2,533	+13%	+$56.3K	0.06%	170
2022 Q3	$430K	Buy	19,403 +395	+2%	+$9.08K	0.07%	160
2022 Q2	$440K	Buy	+19,008	New	+$441K	0.07%	160

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Resonant Capital Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.1% in Q2 2026, selling an estimated $10.6K and leaving 11,009 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #458.

Resonant Capital Advisors first reported a position in IBTH in Q2 2022 and has held it in 17 quarters since. The position peaked at $514K in Q1 2023. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Resonant Capital Advisors held 11,009 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $246K as of Q2 2026.
Resonant Capital Advisors sold 474 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $10.6K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #458 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $514K in Q1 2023.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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