Rehmann Capital Advisory Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBMO Stock Details IBMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,479	Closed	-$320K	–	654
2025 Q2	$320K	Buy	12,479 +20	+0.2%	+$510	0.02%	460
2025 Q1	$318K	Sell	12,459 -104	-0.8%	-$2.65K	0.02%	466
2024 Q4	$320K	Sell	12,563 -610	-5%	-$15.6K	0.02%	453
2024 Q3	$338K	Sell	13,173 -40	-0.3%	-$1.02K	0.02%	433
2024 Q2	$335K	Buy	13,213 +1,052	+9%	+$26.6K	0.02%	417
2024 Q1	$308K	Hold	12,161	–	–	0.02%	445
2023 Q4	$310K	Sell	12,161 -832	-6%	-$20.9K	0.03%	423
2023 Q3	$322K	Buy	12,993 +110	+0.9%	+$2.76K	0.03%	384
2023 Q2	$324K	Sell	12,883 -4,005	-24%	-$101K	0.03%	402
2023 Q1	$431K	Buy	16,888 +23	+0.1%	+$583	0.04%	328
2022 Q4	$425K	Buy	+16,865	New	+$421K	0.04%	325

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2025, closing a stake of 12,479 shares — an estimated $320K sold.

Rehmann Capital Advisory Group first reported a position in IBMO in Q4 2022 and held it in 11 quarters. The position peaked at $431K in Q1 2023. 179 funds tracked by Wall St. Rank hold IBMO as of Q3 2025.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 12,479 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2025, an estimated $320K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2022 and held it in 11 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $431K in Q1 2023.
179 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2025.

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