Rehmann Capital Advisory Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16,062	Closed	-$412K	–	598
2021 Q4	$412K	Sell	16,062 -2,517	-14%	-$65K	0.04%	361
2021 Q3	$483K	Buy	18,579 +2,655	+17%	+$69.1K	0.05%	328
2021 Q2	$416K	Sell	15,924 -3,695	-19%	-$96.4K	0.04%	356
2021 Q1	$560K	Sell	19,619 -22,741	-54%	-$595K	0.06%	269
2020 Q4	$1.11M	Buy	42,360 +6,327	+18%	+$166K	0.13%	138
2020 Q3	$945K	Buy	36,033 +118	+0.3%	+$3.1K	0.12%	152
2020 Q2	$942K	Sell	35,915 -3,955	-10%	-$102K	0.13%	138
2020 Q1	$997K	Buy	+39,870	New	+$1.01M	0.16%	107
2019 Q3	–	Sell	-22,940	Closed	-$583K	–	2194
2019 Q2	$583K	Buy	22,940 +6,939	+43%	+$174K	0.07%	221
2019 Q1	$400K	Buy	+16,001	New	+$393K	0.05%	264
2018 Q4	–	Sell	-10,967	Closed	-$267K	–	2178
2018 Q3	$267K	Buy	10,967 +5,435	+98%	+$132K	0.04%	332
2018 Q2	$134K	Buy	+5,532	New	+$134K	0.02%	480

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

RJFSA

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

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

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

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 16,062 shares — an estimated $412K sold.

Rehmann Capital Advisory Group first reported a position in IBDO in Q2 2018 and held it in 12 quarters. The position peaked at $1.11M in Q4 2020. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 16,062 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $412K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2018 and held it in 12 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.11M in Q4 2020.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

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