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Rehmann Capital Advisory Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-759
Closed -$19.3K – 1863
2019
Q2 		$19.3K Hold
759
– – ﹤0.01% 1152
2019
Q1 		$18.6K Buy
+759
New +$18.1K ﹤0.01% 1143

Other funds holding IBDS

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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2019, closing a stake of 759 shares — an estimated $19.3K sold.

Rehmann Capital Advisory Group first reported a position in IBDS in Q1 2019 and held it in 2 quarters. The position peaked at $19.3K in Q2 2019. 49 funds tracked by Wall St. Rank hold IBDS as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 759 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2019, an estimated $19.3K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $19.3K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2019.

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