RCAG
IBMK

Rehmann Capital Advisory Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,796
Closed -$461K – 584
2022
Q3 		$461K Sell
17,796
-143
-0.8% -$3.7K 0.05% 298
2022
Q2 		$465K Buy
17,939
+230
+1% +$5.96K 0.05% 295
2022
Q1 		$459K Sell
17,709
-1,400
-7% -$36.4K 0.04% 323
2021
Q4 		$498K Sell
19,109
-8,937
-32% -$233K 0.05% 312
2021
Q3 		$734K Buy
28,046
+1,838
+7% +$48.2K 0.07% 244
2021
Q2 		$688K Sell
26,208
-392
-1% -$10.3K 0.07% 249
2021
Q1 		$687K Sell
26,600
-154
-0.6% -$4.06K 0.07% 232
2020
Q4 		$705K Buy
26,754
+217
+0.8% +$5.73K 0.08% 206
2020
Q3 		$703K Sell
26,537
-299
-1% -$7.92K 0.09% 194
2020
Q2 		$709K Sell
26,836
-1,668
-6% -$43.8K 0.1% 180
2020
Q1 		$741K Buy
+28,504
New +$746K 0.12% 142
2019
Q3 		– Sell
-24,185
Closed -$632K – 2203
2019
Q2 		$632K Buy
24,185
+4,509
+23% +$117K 0.08% 204
2019
Q1 		$510K Buy
+19,676
New +$507K 0.07% 213
2018
Q4 		– Sell
-18,739
Closed -$476K – 2187
2018
Q3 		$476K Buy
18,739
+9,665
+107% +$247K 0.07% 220
2018
Q2 		$232K Buy
+9,074
New +$231K 0.03% 338

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Rehmann Capital Advisory Group's IBMK Position: Q4 2022 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 17,796 shares — an estimated $461K sold.

Rehmann Capital Advisory Group first reported a position in IBMK in Q2 2018 and held it in 15 quarters. The position peaked at $741K in Q1 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 17,796 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $461K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2018 and held it in 15 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $741K in Q1 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.