Ameritas Investment Company’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Ameritas Investment Company’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,062	Closed	-$53K	–	2314
2021 Q1	$53K	Buy	+2,062	New	+$53.1K	﹤0.01%	940
2020 Q2	–	Sell	-2,156	Closed	-$55K	–	1848
2020 Q1	$55K	Buy	2,156 +451	+26%	+$11.6K	0.01%	669
2019 Q4	$44K	Hold	1,705	–	–	0.01%	598
2019 Q3	$44K	Buy	+1,705	New	+$44K	0.01%	697
2019 Q1	–	Sell	-9,984	Closed	-$254K	–	2110
2018 Q4	$254K	Buy	+9,984	New	+$252K	0.05%	253

Other funds holding IBMJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.56B AUM 29.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 2,062 shares — an estimated $53K sold.

Ameritas Investment Company first reported a position in IBMJ in Q4 2018 and held it in 5 quarters. The position peaked at $254K in Q4 2018. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

Ameritas Investment Company reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,062 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $53K.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $254K in Q4 2018.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

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