Ameritas Investment Company’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,074	Closed	-$80.4K	–	2183
2021 Q1	$80.4K	Buy	+3,074	New	+$80.5K	0.01%	822
2020 Q2	–	Sell	-2,189	Closed	-$56K	–	1688
2020 Q1	$56K	Hold	2,189	–	–	0.01%	662
2019 Q4	$57K	Hold	2,189	–	–	0.01%	560
2019 Q3	$56K	Buy	+2,189	New	+$56.6K	0.01%	634
2019 Q1	–	Sell	-11,125	Closed	-$279K	–	1860
2018 Q4	$279K	Buy	+11,125	New	+$276K	0.06%	242

Other funds holding IBML

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

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

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

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

LIM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2021, closing a stake of 3,074 shares — an estimated $80.4K sold.

Ameritas Investment Company first reported a position in IBML in Q4 2018 and held it in 5 quarters. The position peaked at $279K in Q4 2018. 123 funds tracked by Wall St. Rank hold IBML as of Q2 2021.

Ameritas Investment Company reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 3,074 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2021, an estimated $80.4K.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $279K in Q4 2018.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2021.

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