Rehmann Capital Advisory Group’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBDC Stock Details IBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,070	Closed	-$27.9K	–	2234
2019 Q2	$27.9K	Buy	1,070 +529	+98%	+$13.8K	﹤0.01%	1043
2019 Q1	$14.1K	Buy	+541	New	+$14.1K	﹤0.01%	1223
2018 Q4	–	Sell	-539	Closed	-$14K	–	2211
2018 Q3	$14K	Buy	539 +1	+0.2%	+$26	﹤0.01%	1244
2018 Q2	$13.9K	Buy	+538	New	+$13.9K	﹤0.01%	1228

Other funds holding IBDC

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Rehmann Capital Advisory Group's IBDC Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q3 2019, closing a stake of 1,070 shares — an estimated $27.9K sold.

Rehmann Capital Advisory Group first reported a position in IBDC in Q2 2018 and held it in 4 quarters. The position peaked at $27.9K in Q2 2019. 39 funds tracked by Wall St. Rank hold IBDC as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,070 iShares iBonds Mar 2020 Term Corporate ETF shares in Q3 2019, an estimated $27.9K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q2 2018 and held it in 4 quarters.
Rehmann Capital Advisory Group's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $27.9K in Q2 2019.
39 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.