Resonant Capital Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
11,483
| – | – | 0.02% | 351 |
|
|
2025
Q1 | $257K | Sell |
11,483
-2,117
| -16% | -$47.5K | 0.02% | 314 |
|
|
2024
Q4 | $302K | Sell |
13,600
-654
| -5% | -$14.5K | 0.02% | 275 |
|
|
2024
Q3 | $323K | Sell |
14,254
-1,313
| -8% | -$29.7K | 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% | -$29K | 0.03% | 212 |
|
|
2023
Q3 | $369K | Hold |
16,867
| – | – | 0.04% | 191 |
|
|
2023
Q2 | $374K | Sell |
16,867
-5,804
| -26% | -$129K | 0.04% | 183 |
|
|
2023
Q1 | $514K | Buy |
22,671
+735
| +3% | +$16.7K | 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% | +$8.75K | 0.07% | 160 |
|
|
2022
Q2 | $440K | Buy |
+19,008
| New | +$440K | 0.07% | 160 |
|