Ameritas Advisory Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,356	Closed	-$84.6K	–	2676
2023 Q1	$84.6K	Sell	3,356 -8,618	-72%	-$216K	﹤0.01%	1066
2022 Q4	$300K	Sell	11,974 -984	-8%	-$24.6K	0.01%	711
2022 Q3	$323K	Sell	12,958 -1,198	-8%	-$30K	0.02%	558
2022 Q2	$355K	Sell	14,156 -605	-4%	-$15.2K	0.02%	559
2022 Q1	$373K	Buy	14,761 +2,898	+24%	+$73.8K	0.01%	586
2021 Q4	$305K	Buy	+11,863	New	+$306K	0.01%	642

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Advisory Services's IBDO Position: Q2 2023 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 3,356 shares — an estimated $84.6K sold.

Ameritas Advisory Services first reported a position in IBDO in Q4 2021 and held it in 6 quarters. The position peaked at $373K in Q1 2022. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Ameritas Advisory Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 3,356 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $84.6K.
Ameritas Advisory Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 6 quarters.
Ameritas Advisory Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $373K in Q1 2022.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.