AIC
IBMI

Ameritas Investment Company’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Ameritas Investment Company’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,164
Closed -$55K – 1854
2020
Q1 		$55K Buy
2,164
+452
+26% +$11.5K 0.01% 670
2019
Q4 		$44K Hold
1,712
– – 0.01% 599
2019
Q3 		$44K Buy
+1,712
New +$43.8K 0.01% 698
2019
Q1 		– Sell
-8,935
Closed -$227K – 2115
2018
Q4 		$227K Buy
+8,935
New +$226K 0.05% 274

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Investment Company's IBMI Position: Q2 2020 in Review

Ameritas Investment Company sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 2,164 shares — an estimated $55K sold.

Ameritas Investment Company first reported a position in IBMI in Q4 2018 and held it in 4 quarters. The position peaked at $227K in Q4 2018. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

  • Ameritas Investment Company reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 2,164 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $55K.
  • Ameritas Investment Company first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 4 quarters.
  • Ameritas Investment Company's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $227K in Q4 2018.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.