AIP
IBMK

Ameritas Investment Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Ameritas Investment Partners’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,743
Closed -$459K – 3065
2022
Q3 		$459K Buy
17,743
+5
+0% +$129 0.02% 771
2022
Q2 		$459K Sell
17,738
-3,445
-16% -$89.3K 0.02% 778
2022
Q1 		$549K Buy
21,183
+3
+0% +$78 0.02% 777
2021
Q4 		$551K Buy
21,180
+633
+3% +$16.5K 0.02% 789
2021
Q3 		$537K Buy
20,547
+3,960
+24% +$104K 0.02% 779
2021
Q2 		$435K Buy
16,587
+840
+5% +$22.1K 0.02% 831
2021
Q1 		$414K Buy
15,747
+128
+0.8% +$3.37K 0.02% 844
2020
Q4 		$411K Buy
15,619
+3,684
+31% +$97.3K 0.02% 818
2020
Q3 		$316K Hold
11,935
– – 0.01% 849
2020
Q2 		$315K Hold
11,935
– – 0.02% 841
2020
Q1 		$310K Hold
11,935
– – 0.02% 767
2019
Q4 		$312K Sell
11,935
-476
-4% -$12.5K 0.01% 874
2019
Q3 		$324K Buy
12,411
+1
+0% +$26 0.01% 855
2019
Q2 		$324K Buy
12,410
+350
+3% +$9.08K 0.01% 853
2019
Q1 		$312K Buy
12,060
+115
+1% +$2.97K 0.01% 855
2018
Q4 		$305K Buy
11,945
+2,250
+23% +$57.1K 0.02% 803
2018
Q3 		$246K Hold
9,695
– – 0.01% 975
2018
Q2 		$247K Buy
9,695
+325
+3% +$8.26K 0.01% 960
2018
Q1 		$238K Buy
9,370
+2,050
+28% +$52.4K 0.01% 989
2017
Q4 		$157K Buy
7,320
+770
+12% +$19.9K 0.01% 1220
2017
Q3 		$170K Buy
6,550
+3,055
+87% +$80.1K 0.01% 1147
2017
Q2 		$90K Sell
3,495
-390
-10% -$10.1K ﹤0.01% 1528
2017
Q1 		$99K Buy
3,885
+1,350
+53% +$34.6K ﹤0.01% 1439
2016
Q4 		$64K Buy
+2,535
New +$65.2K ﹤0.01% 1103

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Ameritas Investment Partners's IBMK Position: Q4 2022 in Review

Ameritas Investment Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 17,743 shares — an estimated $459K sold.

Ameritas Investment Partners first reported a position in IBMK in Q4 2016 and held it in 24 quarters. The position peaked at $551K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Ameritas Investment Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ameritas Investment Partners sold 17,743 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $459K.
  • Ameritas Investment Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2016 and held it in 24 quarters.
  • Ameritas Investment Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $551K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Ameritas Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.