Rehmann Capital Advisory Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-35,123	Closed	-$890K	–	449
2020 Q2	$890K	Sell	35,123 -1,800	-5%	-$45.5K	0.12%	150
2020 Q1	$931K	Buy	+36,923	New	+$931K	0.15%	121
2019 Q3	–	Sell	-23,400	Closed	-$593K	–	2226
2019 Q2	$593K	Buy	23,400 +6,923	+42%	+$175K	0.07%	216
2019 Q1	$416K	Buy	+16,477	New	+$414K	0.06%	255
2018 Q4	–	Sell	-10,665	Closed	-$267K	–	2205
2018 Q3	$267K	Buy	10,665 +5,279	+98%	+$132K	0.04%	329
2018 Q2	$135K	Buy	+5,386	New	+$135K	0.02%	477

Other funds holding IBDL

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CIM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MCM

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

Rehmann Capital Advisory Group's IBDL Position: Q3 2020 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 35,123 shares — an estimated $890K sold.

Rehmann Capital Advisory Group first reported a position in IBDL in Q2 2018 and held it in 6 quarters. The position peaked at $931K in Q1 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Rehmann Capital Advisory Group sold 35,123 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $890K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $931K in Q1 2020.
160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2020, filed 19 Nov 2020.