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Ameritas Investment Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Ameritas Investment Partners’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158K Buy
6,153
+184
+3% +$4.72K ﹤0.01% 1413
2025
Q4 		$153K Sell
5,969
-492
-8% -$12.6K ﹤0.01% 1427
2025
Q3 		$166K Buy
6,461
+6
+0.1% +$154 0.01% 1343
2025
Q2 		$165K Sell
6,455
-418
-6% -$10.7K 0.01% 1416
2025
Q1 		$176K Sell
6,873
-389
-5% -$9.93K 0.01% 1341
2024
Q4 		$185K Sell
7,262
-390
-5% -$9.96K 0.01% 1376
2024
Q3 		$196K Sell
7,652
-1,893
-20% -$48.3K 0.01% 1339
2024
Q2 		$242K Sell
9,545
-157
-2% -$3.96K 0.01% 1142
2024
Q1 		$246K Buy
9,702
+169
+2% +$4.3K 0.01% 1149
2023
Q4 		$243K Sell
9,533
-456
-5% -$11.4K 0.01% 1145
2023
Q3 		$248K Sell
9,989
-1,495
-13% -$37.5K 0.01% 1051
2023
Q2 		$289K Sell
11,484
-172
-1% -$4.34K 0.01% 942
2023
Q1 		$298K Buy
11,656
+274
+2% +$6.95K 0.01% 909
2022
Q4 		$287K Sell
11,382
-15,804
-58% -$394K 0.01% 948
2022
Q3 		$669K Buy
27,186
+984
+4% +$25K 0.03% 664
2022
Q2 		$663K Sell
26,202
-2,980
-10% -$75K 0.03% 681
2022
Q1 		$744K Buy
29,182
+254
+0.9% +$6.64K 0.03% 708
2021
Q4 		$777K Buy
28,928
+3,920
+16% +$105K 0.03% 709
2021
Q3 		$672K Buy
25,008
+5,383
+27% +$146K 0.02% 723
2021
Q2 		$529K Buy
19,625
+5,197
+36% +$140K 0.02% 779
2021
Q1 		$387K Buy
14,428
+2,682
+23% +$72.4K 0.01% 860
2020
Q4 		$318K Buy
11,746
+6,021
+105% +$162K 0.01% 900
2020
Q3 		$154K Buy
5,725
+1,950
+52% +$52.5K 0.01% 1180
2020
Q2 		$100K Buy
3,775
+1,050
+39% +$27.6K ﹤0.01% 1411
2020
Q1 		$70K Buy
2,725
+300
+12% +$7.81K ﹤0.01% 1465
2019
Q4 		$62K Buy
2,425
+2,325
+2,325% +$60.2K ﹤0.01% 1790
2019
Q3 		$2K Buy
+100
New +$2.59K ﹤0.01% 3019

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Partners's IBMO Position: Q1 2026 in Review

Ameritas Investment Partners increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.1% in Q1 2026, buying an estimated $4.72K and bringing the position to 6,153 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Ameritas Investment Partners first reported a position in IBMO in Q3 2019 and has held it in 27 quarters since. The position peaked at $777K in Q4 2021. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Ameritas Investment Partners held 6,153 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $158K as of Q1 2026.
  • Ameritas Investment Partners bought 184 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $4.72K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1413 holding.
  • Ameritas Investment Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Ameritas Investment Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $777K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.