RCAG
IBMI

Rehmann Capital Advisory Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25,296
Closed -$645K – 450
2020
Q2 		$645K Sell
25,296
-1,373
-5% -$35K 0.09% 196
2020
Q1 		$677K Buy
+26,669
New +$680K 0.11% 157
2019
Q3 		– Sell
-24,771
Closed -$633K – 2279
2019
Q2 		$633K Buy
24,771
+4,654
+23% +$119K 0.08% 202
2019
Q1 		$513K Buy
+20,117
New +$512K 0.07% 212
2018
Q4 		– Sell
-17,596
Closed -$444K – 2265
2018
Q3 		$444K Buy
17,596
+9,732
+124% +$247K 0.06% 231
2018
Q2 		$200K Buy
7,864
+4,340
+123% +$110K 0.03% 374
2018
Q1 		$89K Buy
+3,524
New +$89.4K 0.01% 574
2017
Q2 		– Sell
-10,392
Closed -$266K – 421
2017
Q1 		$266K Buy
10,392
+1,762
+20% +$44.9K 0.04% 302
2016
Q4 		$218K Hold
8,630
– – 0.04% 351
2016
Q3 		$223K Hold
8,630
– – 0.04% 322
2016
Q2 		$224K Sell
8,630
-1,368
-14% -$35.4K 0.04% 322
2016
Q1 		$257K Hold
9,998
– – 0.05% 274
2015
Q4 		$255K Buy
+9,998
New +$255K 0.05% 268

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Rehmann Capital Advisory Group's IBMI Position: Q3 2020 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 25,296 shares — an estimated $645K sold.

Rehmann Capital Advisory Group first reported a position in IBMI in Q4 2015 and held it in 13 quarters. The position peaked at $677K in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 25,296 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $645K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2015 and held it in 13 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $677K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2020, filed 19 Nov 2020.