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Ameritas Investment Company’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Ameritas Investment Company’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-860
Closed -$23.4K – 1325
2021
Q1 		$23.4K Buy
+860
New +$23.6K ﹤0.01% 1231

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2021, closing a stake of 860 shares — an estimated $23.4K sold.

Ameritas Investment Company first reported a position in IBMQ in Q1 2021 and held it in 1 quarter. The position peaked at $23.4K in Q1 2021. 34 funds tracked by Wall St. Rank hold IBMQ as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 860 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2021, an estimated $23.4K.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $23.4K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2021.

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