Rehmann Capital Advisory Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16,579	Closed	-$417K	–	602
2021 Q4	$417K	Sell	16,579 -2,631	-14%	-$66.3K	0.04%	357
2021 Q3	$486K	Buy	19,210 +2,736	+17%	+$69.3K	0.05%	325
2021 Q2	$419K	Sell	16,474 -3,772	-19%	-$95.9K	0.04%	353
2021 Q1	$563K	Sell	20,246 -23,188	-53%	-$591K	0.06%	264
2020 Q4	$1.11M	Buy	43,434 +6,474	+18%	+$166K	0.13%	140
2020 Q3	$947K	Buy	36,960 +452	+1%	+$11.6K	0.12%	151
2020 Q2	$938K	Sell	36,508 -1,228	-3%	-$31.2K	0.13%	139
2020 Q1	$935K	Buy	+37,736	New	+$947K	0.15%	119
2019 Q3	–	Sell	-22,793	Closed	-$575K	–	2273
2019 Q2	$575K	Buy	22,793 +6,983	+44%	+$174K	0.07%	224
2019 Q1	$394K	Buy	+15,810	New	+$389K	0.05%	271
2018 Q4	–	Sell	-10,962	Closed	-$267K	–	2260
2018 Q3	$267K	Buy	10,962 +5,429	+98%	+$132K	0.04%	331
2018 Q2	$135K	Buy	+5,533	New	+$135K	0.02%	478

Other funds holding IBDN

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

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

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

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

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

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Rehmann Capital Advisory Group's IBDN Position: Q1 2022 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 16,579 shares — an estimated $417K sold.

Rehmann Capital Advisory Group first reported a position in IBDN in Q2 2018 and held it in 12 quarters. The position peaked at $1.11M in Q4 2020. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 16,579 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $417K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2018 and held it in 12 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.11M in Q4 2020.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2022, filed 3 Jun 2022.