Ameritas Investment Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Ameritas Investment Company’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
2021 Q3	$398K	Buy	15,138 +7,812	+107%	+$206K	0.02%	478
2021 Q2	$376K	Sell	7,326 -32	-0.4%	-$845	0.02%	499
2021 Q1	$194K	Sell	7,358 -558	-7%	-$14.8K	0.02%	593
2020 Q4	$210K	Sell	7,916 -746	-9%	-$19.7K	0.04%	394
2020 Q3	$228K	Hold	8,662	–	–	0.07%	288
2020 Q2	$228K	Buy	8,662 +2,019	+30%	+$52K	0.07%	295
2020 Q1	$164K	Sell	6,643 -204	-3%	-$5.19K	0.03%	385
2019 Q4	$176K	Buy	6,847 +1,267	+23%	+$32.5K	0.04%	356
2019 Q3	$143K	Buy	+5,580	New	+$143K	0.03%	394
2019 Q1	–	Sell	-206	Closed	-$5K	–	1828
2018 Q4	$5K	Buy	+206	New	+$4.91K	﹤0.01%	1233

Other funds holding IBDP

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 107% in Q3 2021, buying an estimated $206K and bringing the position to 15,138 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #478.

Ameritas Investment Company first reported a position in IBDP in Q4 2018 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold IBDP as of Q3 2021.

Ameritas Investment Company held 15,138 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $398K as of Q3 2021.
Ameritas Investment Company bought 7,812 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2021, an estimated $206K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #478 holding.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2018 and has held it in 10 quarters since.
170 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2021.

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