Rehmann Capital Advisory Group’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-17,361	Closed	-$432K	–	2281
2019 Q2	$432K	Buy	17,361 +5,223	+43%	+$130K	0.05%	275
2019 Q1	$302K	Buy	+12,138	New	+$301K	0.04%	328
2018 Q4	–	Sell	-10,453	Closed	-$259K	–	2266
2018 Q3	$259K	Buy	10,453 +5,004	+92%	+$124K	0.04%	338
2018 Q2	$135K	Buy	+5,449	New	+$135K	0.02%	476

Other funds holding IBDK

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 17,361 shares — an estimated $432K sold.

Rehmann Capital Advisory Group first reported a position in IBDK in Q2 2018 and held it in 4 quarters. The position peaked at $432K in Q2 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 17,361 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $432K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2018 and held it in 4 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $432K in Q2 2019.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

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