Ameritas Investment Company’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Ameritas Investment Company’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,838	Closed	-$122K	–	1796
2020 Q1	$122K	Buy	4,838 +1	+0%	+$25	0.02%	455
2019 Q4	$122K	Buy	4,837 +866	+22%	+$21.9K	0.03%	432
2019 Q3	$101K	Buy	+3,971	New	+$101K	0.02%	477
2019 Q1	–	Sell	-604	Closed	-$15K	–	1980
2018 Q4	$15K	Buy	+604	New	+$15.1K	﹤0.01%	952

Other funds holding IBDL

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ameritas Investment Company's IBDL Position: Q2 2020 in Review

Ameritas Investment Company sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2020, closing a stake of 4,838 shares — an estimated $122K sold.

Ameritas Investment Company first reported a position in IBDL in Q4 2018 and held it in 4 quarters. The position peaked at $122K in Q1 2020. 166 funds tracked by Wall St. Rank hold IBDL as of Q2 2020.

Ameritas Investment Company reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 4,838 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2020, an estimated $122K.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $122K in Q1 2020.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.