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Ameritas Advisory Services’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-58
Closed -$1.47K – 1477
2023
Q1 		$1.47K Buy
+58
New +$1.47K ﹤0.01% 2476

Other funds holding IBMO

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Advisory Services's IBMO Position: Q2 2023 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2023, closing a stake of 58 shares — an estimated $1.47K sold.

Ameritas Advisory Services first reported a position in IBMO in Q1 2023 and held it in 1 quarter. The position peaked at $1.47K in Q1 2023. 118 funds tracked by Wall St. Rank hold IBMO as of Q2 2023.

  • Ameritas Advisory Services reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 58 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2023, an estimated $1.47K.
  • Ameritas Advisory Services first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.47K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.