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Rehmann Capital Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,045
Closed -$26.2K – 1862
2019
Q2 		$26.2K Hold
1,045
– – ﹤0.01% 1064
2019
Q1 		$25.3K Buy
+1,045
New +$24.7K ﹤0.01% 1051

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Rehmann Capital Advisory Group's IBDR Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2019, closing a stake of 1,045 shares — an estimated $26.2K sold.

Rehmann Capital Advisory Group first reported a position in IBDR in Q1 2019 and held it in 2 quarters. The position peaked at $26.2K in Q2 2019. 60 funds tracked by Wall St. Rank hold IBDR as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,045 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2019, an estimated $26.2K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $26.2K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.