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
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