Ameritas Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,314	Closed	-$106K	–	2640
2023 Q1	$106K	Sell	4,314 -12,006	-74%	-$295K	0.01%	985
2022 Q4	$399K	Sell	16,320 -420	-3%	-$10.2K	0.02%	606
2022 Q3	$408K	Sell	16,740 -1,469	-8%	-$36.3K	0.02%	486
2022 Q2	$451K	Sell	18,209 -556	-3%	-$13.8K	0.03%	484
2022 Q1	$471K	Buy	18,765 +2,771	+17%	+$70.6K	0.02%	516
2021 Q4	$415K	Buy	+15,994	New	+$416K	0.02%	549

Other funds holding IBDP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

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

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

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

Ameritas Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2023, closing a stake of 4,314 shares — an estimated $106K sold.

Ameritas Advisory Services first reported a position in IBDP in Q4 2021 and held it in 6 quarters. The position peaked at $471K in Q1 2022. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

Ameritas Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 4,314 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $106K.
Ameritas Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 6 quarters.
Ameritas Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $471K in Q1 2022.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

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