Rehmann Capital Advisory Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,539	Closed	-$331K	–	554
2021 Q4	$331K	Sell	12,539 -2,436	-16%	-$64.7K	0.03%	415
2021 Q3	$402K	Buy	14,975 +1,708	+13%	+$46.1K	0.04%	366
2021 Q2	$359K	Sell	13,267 -2,775	-17%	-$74.9K	0.03%	394
2021 Q1	$479K	Sell	16,042 -20,487	-56%	-$555K	0.05%	295
2020 Q4	$1,000K	Buy	36,529 +4,726	+15%	+$129K	0.11%	153
2020 Q3	$863K	Buy	+31,803	New	+$864K	0.11%	162
2019 Q3	–	Sell	-1,040	Closed	-$26.6K	–	1861
2019 Q2	$26.6K	Hold	1,040	–	–	﹤0.01%	1059
2019 Q1	$25.9K	Buy	+1,040	New	+$25.3K	﹤0.01%	1042

Other funds holding IBDQ

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2022, closing a stake of 12,539 shares — an estimated $331K sold.

Rehmann Capital Advisory Group first reported a position in IBDQ in Q1 2019 and held it in 8 quarters. The position peaked at $1,000K in Q4 2020. 175 funds tracked by Wall St. Rank hold IBDQ as of Q1 2022.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 12,539 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2022, an estimated $331K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and held it in 8 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1,000K in Q4 2020.
175 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2022.

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