Rehmann Capital Advisory Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16,942	Closed	-$439K	–	597
2021 Q4	$439K	Sell	16,942 -2,517	-13%	-$65.5K	0.04%	340
2021 Q3	$512K	Buy	19,459 +2,587	+15%	+$68.1K	0.05%	314
2021 Q2	$447K	Sell	16,872 -3,717	-18%	-$98.1K	0.04%	333
2021 Q1	$591K	Sell	20,589 -22,429	-52%	-$594K	0.06%	253
2020 Q4	$1.14M	Buy	43,018 +3,127	+8%	+$82.8K	0.13%	131
2020 Q3	$1.05M	Buy	39,891 +5,169	+15%	+$137K	0.13%	131
2020 Q2	$915K	Buy	34,722 +259	+0.8%	+$6.67K	0.12%	147
2020 Q1	$852K	Buy	+34,463	New	+$877K	0.14%	127
2019 Q3	–	Sell	-5,060	Closed	-$129K	–	2180
2019 Q2	$129K	Buy	5,060 +1,518	+43%	+$37.9K	0.02%	540
2019 Q1	$88.1K	Buy	+3,542	New	+$86.4K	0.01%	628
2018 Q4	–	Sell	-326	Closed	-$7.86K	–	2163
2018 Q3	$7.86K	Buy	+326	New	+$7.86K	﹤0.01%	1436

Other funds holding IBDP

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

CAI

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2022, closing a stake of 16,942 shares — an estimated $439K sold.

Rehmann Capital Advisory Group first reported a position in IBDP in Q3 2018 and held it in 11 quarters. The position peaked at $1.14M in Q4 2020. 187 funds tracked by Wall St. Rank hold IBDP as of Q1 2022.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 16,942 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2022, an estimated $439K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2018 and held it in 11 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.14M in Q4 2020.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2022.

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