Resonant Capital Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Sell	11,603 -476	-4%	-$10.3K	0.01%	449
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

Other funds holding IBTJ

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

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

Resonant Capital Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.9% in Q2 2026, selling an estimated $10.3K and leaving 11,603 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #449.

Resonant Capital Advisors first reported a position in IBTJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $521K in Q1 2023. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Resonant Capital Advisors held 11,603 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $251K as of Q2 2026.
Resonant Capital Advisors sold 476 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $10.3K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #449 holding.
Resonant Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
Resonant Capital Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $521K in Q1 2023.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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