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Ameritas Investment Company’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Ameritas Investment Company’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-915
Closed -$24.7K – 1324
2021
Q1 		$24.7K Buy
+915
New +$24.8K ﹤0.01% 1207

Other funds holding IBMP

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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q2 2021, closing a stake of 915 shares — an estimated $24.7K sold.

Ameritas Investment Company first reported a position in IBMP in Q1 2021 and held it in 1 quarter. The position peaked at $24.7K in Q1 2021. 39 funds tracked by Wall St. Rank hold IBMP as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 915 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2021, an estimated $24.7K.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $24.7K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2021.

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