RCAG
IBMJ

Rehmann Capital Advisory Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26,114
Closed -$680K – 600
2021
Q3 		$680K Buy
26,114
+1,463
+6% +$37.5K 0.06% 255
2021
Q2 		$632K Sell
24,651
-791
-3% -$20.3K 0.06% 262
2021
Q1 		$640K Sell
25,442
-186
-0.7% -$4.79K 0.07% 239
2020
Q4 		$662K Buy
25,628
+405
+2% +$10.5K 0.07% 216
2020
Q3 		$654K Sell
25,223
-28
-0.1% -$725 0.08% 205
2020
Q2 		$655K Sell
25,251
-1,185
-4% -$30.6K 0.09% 192
2020
Q1 		$674K Buy
+26,436
New +$681K 0.11% 159
2019
Q3 		– Sell
-24,515
Closed -$632K – 2277
2019
Q2 		$632K Buy
24,515
+4,794
+24% +$123K 0.08% 203
2019
Q1 		$506K Buy
+19,721
New +$504K 0.07% 217
2018
Q4 		– Sell
-15,902
Closed -$402K – 2263
2018
Q3 		$402K Buy
15,902
+9,795
+160% +$249K 0.06% 250
2018
Q2 		$155K Buy
+6,107
New +$155K 0.02% 446

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Rehmann Capital Advisory Group's IBMJ Position: Q4 2021 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 26,114 shares — an estimated $680K sold.

Rehmann Capital Advisory Group first reported a position in IBMJ in Q2 2018 and held it in 11 quarters. The position peaked at $680K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 26,114 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $680K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and held it in 11 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $680K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2021, filed 2 Mar 2022.