Ameritas Advisory Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ameritas Advisory Services’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,360	Closed	-$259K	–	919
2022 Q3	$259K	Sell	10,360 -2,665	-20%	-$66.6K	0.02%	634
2022 Q2	$326K	Sell	13,025 -1,337	-9%	-$33.4K	0.02%	586
2022 Q1	$360K	Sell	14,362 -1,493	-9%	-$37.4K	0.01%	600
2021 Q4	$399K	Buy	+15,855	New	+$400K	0.01%	562

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Advisory Services's IBDN Position: Q4 2022 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 10,360 shares — an estimated $259K sold.

Ameritas Advisory Services first reported a position in IBDN in Q4 2021 and held it in 4 quarters. The position peaked at $399K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Ameritas Advisory Services reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Ameritas Advisory Services sold 10,360 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $259K.
Ameritas Advisory Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $399K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Ameritas Advisory Services's 13F filing for Q4 2022, filed 10 Feb 2023.