Rehmann Capital Advisory Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-19,522	Closed	-$483K	–	599
2021 Q3	$483K	Buy	19,522 +1,994	+11%	+$49.3K	0.05%	329
2021 Q2	$460K	Sell	17,528 -4,878	-22%	-$121K	0.04%	327
2021 Q1	$605K	Sell	22,406 -24,032	-52%	-$598K	0.06%	248
2020 Q4	$1.16M	Buy	46,438 +8,430	+22%	+$211K	0.13%	129
2020 Q3	$952K	Buy	38,008 +535	+1%	+$13.4K	0.12%	147
2020 Q2	$942K	Buy	37,473 +232	+0.6%	+$5.8K	0.13%	137
2020 Q1	$918K	Buy	+37,241	New	+$924K	0.15%	123
2019 Q3	–	Sell	-24,050	Closed	-$600K	–	2276
2019 Q2	$600K	Buy	24,050 +6,610	+38%	+$164K	0.07%	213
2019 Q1	$431K	Buy	+17,440	New	+$428K	0.06%	247
2018 Q4	–	Sell	-10,958	Closed	-$267K	–	2262
2018 Q3	$267K	Buy	10,958 +5,432	+98%	+$132K	0.04%	330
2018 Q2	$135K	Buy	+5,526	New	+$135K	0.02%	479

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rehmann Capital Advisory Group's IBDM Position: Q4 2021 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 19,522 shares — an estimated $483K sold.

Rehmann Capital Advisory Group first reported a position in IBDM in Q2 2018 and held it in 11 quarters. The position peaked at $1.16M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Rehmann Capital Advisory Group sold 19,522 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $483K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2018 and held it in 11 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.16M in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2021, filed 2 Mar 2022.