RCAG
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return