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

Ameritas Investment Partners’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
2026
Q2 		$469K Buy
18,323
+6
+0% +$153 0.01% 932
2026
Q1 		$468K Buy
18,317
+240
+1% +$6.16K 0.01% 859
2025
Q4 		$462K Buy
18,077
+8
+0% +$204 0.01% 847
2025
Q3 		$463K Buy
18,069
+7
+0% +$179 0.01% 847
2025
Q2 		$459K Buy
18,062
+6
+0% +$151 0.01% 874
2025
Q1 		$457K Sell
18,056
-241
-1% -$6.09K 0.02% 854
2024
Q4 		$461K Sell
18,297
-192
-1% -$4.87K 0.02% 874
2024
Q3 		$474K Sell
18,489
-1,944
-10% -$49.3K 0.02% 862
2024
Q2 		$511K Buy
20,433
+6
+0% +$150 0.02% 796
2024
Q1 		$516K Buy
20,427
+4
+0% +$102 0.02% 802
2023
Q4 		$523K Sell
20,423
-453
-2% -$11.3K 0.02% 789
2023
Q3 		$510K Buy
20,876
+5
+0% +$125 0.02% 762
2023
Q2 		$525K Sell
20,871
-175
-0.8% -$4.43K 0.02% 751
2023
Q1 		$539K Buy
21,046
+404
+2% +$10.3K 0.02% 745
2022
Q4 		$518K Sell
20,642
-4,526
-18% -$112K 0.02% 767
2022
Q3 		$608K Buy
25,168
+1,135
+5% +$28.5K 0.03% 699
2022
Q2 		$601K Sell
24,033
-3,411
-12% -$85K 0.03% 712
2022
Q1 		$699K Buy
27,444
+285
+1% +$7.5K 0.03% 727
2021
Q4 		$739K Buy
27,159
+4,243
+19% +$115K 0.02% 714
2021
Q3 		$623K Buy
22,916
+3,658
+19% +$101K 0.02% 738
2021
Q2 		$527K Buy
19,258
+5,384
+39% +$147K 0.02% 780
2021
Q1 		$376K Buy
13,874
+3,477
+33% +$95.3K 0.01% 870
2020
Q4 		$287K Buy
10,397
+5,962
+134% +$163K 0.01% 948
2020
Q3 		$121K Buy
4,435
+2,800
+171% +$76.6K 0.01% 1314
2020
Q2 		$44K Buy
1,635
+435
+36% +$11.6K ﹤0.01% 1909
2020
Q1 		$31K Buy
1,200
+550
+85% +$14.5K ﹤0.01% 1928
2019
Q4 		$16K Buy
+650
New +$17K ﹤0.01% 2514

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Ameritas Investment Partners's IBMQ Position: Q2 2026 in Review

Ameritas Investment Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.03% in Q2 2026, buying an estimated $153 and bringing the position to 18,323 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #932.

Ameritas Investment Partners first reported a position in IBMQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $739K in Q4 2021. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Ameritas Investment Partners held 18,323 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $469K as of Q2 2026.
  • Ameritas Investment Partners bought 6 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $153.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #932 holding.
  • Ameritas Investment Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Ameritas Investment Partners's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $739K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.