Ameritas Investment Company’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ameritas Investment Company’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
2021 Q3	$381K	Buy	15,046 +8,918	+146%	+$226K	0.02%	487
2021 Q2	$381K	Sell	6,128 -3,264	-35%	-$83K	0.02%	496
2021 Q1	$239K	Buy	+9,392	New	+$240K	0.02%	524
2020 Q2	–	Sell	-5,590	Closed	-$139K	–	1842
2020 Q1	$139K	Buy	5,590 +1	+0%	+$25	0.02%	423
2019 Q4	$141K	Buy	5,589 +1,136	+26%	+$28.7K	0.03%	399
2019 Q3	$113K	Buy	+4,453	New	+$112K	0.02%	455
2019 Q1	–	Sell	-620	Closed	-$15K	–	2105
2018 Q4	$15K	Buy	+620	New	+$15K	﹤0.01%	954

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RJFSA

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Ameritas Investment Company's IBDN Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 146% in Q3 2021, buying an estimated $226K and bringing the position to 15,046 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #487.

Ameritas Investment Company first reported a position in IBDN in Q4 2018 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold IBDN as of Q3 2021.

Ameritas Investment Company held 15,046 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $381K as of Q3 2021.
Ameritas Investment Company bought 8,918 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2021, an estimated $226K.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #487 holding.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.