Resonant Capital Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Hold |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $440K | Buy |
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