Rehmann Capital Advisory Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,277	Closed	-$261K	–	655
2025 Q2	$261K	Hold	10,277	–	–	0.02%	509
2025 Q1	$260K	Hold	10,277	–	–	0.02%	521
2024 Q4	$258K	Sell	10,277 -1,269	-11%	-$32.1K	0.02%	511
2024 Q3	$294K	Hold	11,546	–	–	0.02%	471
2024 Q2	$289K	Sell	11,546 -345	-3%	-$8.62K	0.02%	454
2024 Q1	$299K	Hold	11,891	–	–	0.02%	453
2023 Q4	$302K	Buy	+11,891	New	+$295K	0.03%	430

Other funds holding IBMP

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LIA

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

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

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2025, closing a stake of 10,277 shares — an estimated $261K sold.

Rehmann Capital Advisory Group first reported a position in IBMP in Q4 2023 and held it in 7 quarters. The position peaked at $302K in Q4 2023. 172 funds tracked by Wall St. Rank hold IBMP as of Q3 2025.

Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 10,277 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2025, an estimated $261K.
Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Rehmann Capital Advisory Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $302K in Q4 2023.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2025.

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