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
2026 Q1	$264K	Hold	12,079	–	–	0.01%	421
2025 Q4	$265K	Hold	12,079	–	–	0.01%	365
2025 Q3	$265K	Hold	12,079	–	–	0.02%	356
2025 Q2	$265K	Hold	12,079	–	–	0.02%	349
2025 Q1	$263K	Sell	12,079 -2,156	-15%	-$46.3K	0.02%	309
2024 Q4	$304K	Sell	14,235 -667	-4%	-$14.4K	0.02%	274
2024 Q3	$329K	Sell	14,902 -1,351	-8%	-$29.5K	0.02%	265
2024 Q2	$347K	Hold	16,253	–	–	0.03%	243
2024 Q1	$349K	Sell	16,253 -7	-0%	-$151	0.03%	241
2023 Q4	$354K	Sell	16,260 -1,329	-8%	-$28.1K	0.03%	211
2023 Q3	$369K	Hold	17,589	–	–	0.04%	190
2023 Q2	$380K	Sell	17,589 -5,923	-25%	-$130K	0.04%	180
2023 Q1	$521K	Buy	23,512 +1,085	+5%	+$23.8K	0.06%	164
2022 Q4	$484K	Buy	22,427 +2,707	+14%	+$58.5K	0.06%	171
2022 Q3	$425K	Buy	19,720 +384	+2%	+$8.67K	0.06%	164
2022 Q2	$440K	Buy	+19,336	New	+$441K	0.07%	161