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Ameritas Investment Company’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Ameritas Investment Company’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-920
Closed -$24.7K – 1323
2021
Q1 		$24.7K Buy
+920
New +$24.8K ﹤0.01% 1205

Other funds holding IBMO

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2021, closing a stake of 920 shares — an estimated $24.7K sold.

Ameritas Investment Company first reported a position in IBMO in Q1 2021 and held it in 1 quarter. The position peaked at $24.7K in Q1 2021. 67 funds tracked by Wall St. Rank hold IBMO as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 920 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2021, an estimated $24.7K.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $24.7K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2021.

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