AIP
IBML

Ameritas Investment Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Ameritas Investment Partners’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,086
Closed -$385K – 3118
2023
Q3 		$385K Sell
15,086
-493
-3% -$12.6K 0.02% 858
2023
Q2 		$397K Buy
15,579
+6
+0% +$153 0.01% 834
2023
Q1 		$396K Buy
15,573
+404
+3% +$10.3K 0.02% 825
2022
Q4 		$385K Sell
15,169
-4,566
-23% -$116K 0.02% 842
2022
Q3 		$498K Buy
19,735
+10
+0.1% +$254 0.02% 752
2022
Q2 		$502K Sell
19,725
-3,641
-16% -$92.5K 0.02% 755
2022
Q1 		$595K Buy
23,366
+6
+0% +$154 0.02% 756
2021
Q4 		$605K Buy
23,360
+2,636
+13% +$68.4K 0.02% 764
2021
Q3 		$538K Buy
20,724
+4,128
+25% +$108K 0.02% 778
2021
Q2 		$433K Buy
16,596
+1,323
+9% +$34.6K 0.02% 832
2021
Q1 		$399K Buy
15,273
+1,102
+8% +$28.8K 0.02% 851
2020
Q4 		$371K Buy
14,171
+588
+4% +$15.4K 0.02% 856
2020
Q3 		$356K Buy
13,583
+302
+2% +$7.94K 0.02% 816
2020
Q2 		$348K Sell
13,281
-249
-2% -$6.47K 0.02% 804
2020
Q1 		$347K Buy
13,530
+1
+0% +$26 0.02% 734
2019
Q4 		$349K Buy
13,529
+2
+0% +$52 0.02% 844
2019
Q3 		$348K Buy
13,527
+502
+4% +$13K 0.02% 833
2019
Q2 		$335K Buy
13,025
+1,900
+17% +$48.5K 0.02% 843
2019
Q1 		$283K Hold
11,125
– – 0.01% 881
2018
Q4 		$279K Buy
11,125
+2,850
+34% +$70.7K 0.02% 835
2018
Q3 		$205K Buy
8,275
+550
+7% +$13.7K 0.01% 1078
2018
Q2 		$192K Buy
7,725
+2,425
+46% +$60.3K 0.01% 1090
2018
Q1 		$131K Buy
5,300
+2,100
+66% +$52.5K 0.01% 1321
2017
Q4 		$14K Buy
+3,200
New +$81.1K ﹤0.01% 2635

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Ameritas Investment Partners's IBML Position: Q4 2023 in Review

Ameritas Investment Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 15,086 shares — an estimated $385K sold.

Ameritas Investment Partners first reported a position in IBML in Q4 2017 and held it in 24 quarters. The position peaked at $605K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Ameritas Investment Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 15,086 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $385K.
  • Ameritas Investment Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and held it in 24 quarters.
  • Ameritas Investment Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $605K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Ameritas Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.