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Ameritas Investment Company’s iShares California Muni Bond ETF CMF Stock Holding History

Ameritas Investment Company’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,580
Closed -$222K – 967
2021
Q1 		$222K Buy
+3,580
New +$224K 0.02% 547
2020
Q2 		– Sell
-905
Closed -$54K – 529
2020
Q1 		$54K Buy
+905
New +$55.4K 0.01% 671

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameritas Investment Company's CMF Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares California Muni Bond ETF (CMF) in Q2 2021, closing a stake of 3,580 shares — an estimated $222K sold.

Ameritas Investment Company first reported a position in CMF in Q1 2020 and held it in 2 quarters. The position peaked at $222K in Q1 2021. 188 funds tracked by Wall St. Rank hold CMF as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares California Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 3,580 iShares California Muni Bond ETF shares in Q2 2021, an estimated $222K.
  • Ameritas Investment Company first reported a position in iShares California Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's iShares California Muni Bond ETF position peaked at $222K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.