Ameritas Investment Company’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,571	Closed	-$67.7K	–	2219
2021 Q1	$67.7K	Buy	+2,571	New	+$67.8K	0.01%	870
2020 Q2	–	Sell	-2,139	Closed	-$56K	–	1723
2020 Q1	$56K	Buy	2,139 +448	+26%	+$11.7K	0.01%	663
2019 Q4	$44K	Hold	1,691	–	–	0.01%	596
2019 Q3	$44K	Buy	+1,691	New	+$44.3K	0.01%	696
2019 Q1	–	Sell	-12,391	Closed	-$317K	–	1896
2018 Q4	$317K	Buy	+12,391	New	+$315K	0.07%	221

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

LIM

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2021, closing a stake of 2,571 shares — an estimated $67.7K sold.

Ameritas Investment Company first reported a position in IBMK in Q4 2018 and held it in 5 quarters. The position peaked at $317K in Q4 2018. 149 funds tracked by Wall St. Rank hold IBMK as of Q2 2021.

Ameritas Investment Company reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,571 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2021, an estimated $67.7K.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $317K in Q4 2018.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2021.

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