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Rehmann Capital Advisory Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Rehmann Capital Advisory Group’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,065
Closed -$281K – 656
2025
Q2 		$281K Hold
11,065
– – 0.02% 489
2025
Q1 		$280K Buy
+11,065
New +$280K 0.02% 496

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2025, closing a stake of 11,065 shares — an estimated $281K sold.

Rehmann Capital Advisory Group first reported a position in IBMQ in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q2 2025. 164 funds tracked by Wall St. Rank hold IBMQ as of Q3 2025.

  • Rehmann Capital Advisory Group reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 11,065 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2025, an estimated $281K.
  • Rehmann Capital Advisory Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $281K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2025.

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