AIC
IBDO

Ameritas Investment Company’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$301K Buy
11,564
+7,292
+171% +$190K 0.01% 559
2021
Q2 		$280K Sell
4,272
-2,032
-32% -$53K 0.01% 586
2021
Q1 		$165K Buy
+6,304
New +$165K 0.01% 630
2020
Q2 		– Sell
-3,443
Closed -$86K – 1685
2020
Q1 		$86K Buy
+3,443
New +$87.4K 0.01% 533
2019
Q4 		– Sell
-2,530
Closed -$65K – 1585
2019
Q3 		$65K Buy
+2,530
New +$64.5K 0.01% 598
2019
Q1 		– Sell
-205
Closed -$5K – 1858
2018
Q4 		$5K Buy
+205
New +$4.94K ﹤0.01% 1235

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 171% in Q3 2021, buying an estimated $190K and bringing the position to 11,564 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #559.

Ameritas Investment Company first reported a position in IBDO in Q4 2018 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

  • Ameritas Investment Company held 11,564 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $301K as of Q3 2021.
  • Ameritas Investment Company bought 7,292 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2021, an estimated $190K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #559 holding.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and has held it in 6 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

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