AIP
IBMI

Ameritas Investment Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Ameritas Investment Partners’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,060
Closed -$205K – 3119
2020
Q2 		$205K Hold
8,060
– – 0.01% 1010
2020
Q1 		$204K Sell
8,060
-850
-10% -$21.7K 0.01% 930
2019
Q4 		$227K Hold
8,910
– – 0.01% 1019
2019
Q3 		$227K Hold
8,910
– – 0.01% 985
2019
Q2 		$227K Sell
8,910
-125
-1% -$3.19K 0.01% 1000
2019
Q1 		$230K Buy
9,035
+550
+6% +$14K 0.01% 977
2018
Q4 		$215K Buy
8,485
+1,960
+30% +$49.5K 0.01% 929
2018
Q3 		$164K Hold
6,525
– – 0.01% 1225
2018
Q2 		$165K Sell
6,525
-350
-5% -$8.85K 0.01% 1191
2018
Q1 		$174K Buy
6,875
+500
+8% +$12.7K 0.01% 1156
2017
Q4 		$153K Buy
6,375
+650
+11% +$16.6K 0.01% 1246
2017
Q3 		$147K Buy
5,725
+2,810
+96% +$72.3K 0.01% 1235
2017
Q2 		$74K Buy
2,915
+355
+14% +$9.11K ﹤0.01% 1652
2017
Q1 		$65K Buy
2,560
+225
+10% +$5.73K ﹤0.01% 1681
2016
Q4 		$58K Buy
+2,335
New +$59.5K ﹤0.01% 1108

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Ameritas Investment Partners's IBMI Position: Q3 2020 in Review

Ameritas Investment Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 8,060 shares — an estimated $205K sold.

Ameritas Investment Partners first reported a position in IBMI in Q4 2016 and held it in 15 quarters. The position peaked at $230K in Q1 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Ameritas Investment Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Ameritas Investment Partners sold 8,060 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $205K.
  • Ameritas Investment Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2016 and held it in 15 quarters.
  • Ameritas Investment Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $230K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Ameritas Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.