RCAG
IBMN

Rehmann Capital Advisory Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,702
Closed -$286K – 653
2025
Q2 		$286K Buy
10,702
+5
+0% +$134 0.02% 483
2025
Q1 		$286K Buy
10,697
+3
+0% +$80 0.02% 489
2024
Q4 		$285K Sell
10,694
-228
-2% -$6.07K 0.02% 480
2024
Q3 		$291K Buy
10,922
+4
+0% +$106 0.02% 473
2024
Q2 		$289K Buy
10,918
+504
+5% +$13.3K 0.02% 453
2024
Q1 		$276K Buy
10,414
+2
+0% +$53 0.02% 470
2023
Q4 		$276K Sell
10,412
-664
-6% -$17.5K 0.02% 453
2023
Q3 		$289K Buy
11,076
+44
+0.4% +$1.16K 0.03% 409
2023
Q2 		$291K Sell
11,032
-3,511
-24% -$92.6K 0.03% 429
2023
Q1 		$387K Buy
14,543
+803
+6% +$21.3K 0.04% 357
2022
Q4 		$362K Sell
13,740
-1,271
-8% -$33.3K 0.04% 360
2022
Q3 		$389K Sell
15,011
-155
-1% -$4.12K 0.04% 332
2022
Q2 		$404K Buy
+15,166
New +$401K 0.04% 321
2022
Q1 		– Sell
-22,044
Closed -$52.3K – 555
2021
Q4 		$52.3K Buy
+22,044
New +$615K ﹤0.01% 542
2019
Q3 		– Sell
-3,060
Closed -$82.4K – 1865
2019
Q2 		$82.4K Buy
3,060
+506
+20% +$13.5K 0.01% 673
2019
Q1 		$67.7K Buy
+2,554
New +$67K 0.01% 712

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rehmann Capital Advisory Group's IBMN Position: Q3 2025 in Review

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2025, closing a stake of 10,702 shares — an estimated $286K sold.

Rehmann Capital Advisory Group first reported a position in IBMN in Q1 2019 and held it in 16 quarters. The position peaked at $404K in Q2 2022. 158 funds tracked by Wall St. Rank hold IBMN as of Q3 2025.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 10,702 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2025, an estimated $286K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2019 and held it in 16 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $404K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.