Ameritas Investment Company’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$356K	Buy	13,247 +6,984	+112%	+$188K	0.02%	507
2021 Q2	$330K	Sell	6,263 -559	-8%	-$15.1K	0.02%	538
2021 Q1	$183K	Buy	+6,822	New	+$185K	0.02%	605
2020 Q2	–	Sell	-5,274	Closed	-$132K	–	894
2020 Q1	$132K	Buy	5,274 +23	+0.4%	+$593	0.02%	435
2019 Q4	$136K	Buy	5,251 +1,345	+34%	+$34.8K	0.03%	405
2019 Q3	$101K	Buy	+3,906	New	+$100K	0.02%	476
2019 Q1	–	Sell	-317	Closed	-$7K	–	1369
2018 Q4	$7K	Buy	+317	New	+$7.49K	﹤0.01%	1146

Other funds holding IBDQ

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

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

Ameritas Investment Company increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 112% in Q3 2021, buying an estimated $188K and bringing the position to 13,247 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #507.

Ameritas Investment Company first reported a position in IBDQ in Q4 2018 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold IBDQ as of Q3 2021.

Ameritas Investment Company held 13,247 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $356K as of Q3 2021.
Ameritas Investment Company bought 6,984 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2021, an estimated $188K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #507 holding.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2018 and has held it in 7 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2021.

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