Ameritas Investment Company’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-354	Closed	-$9.33K	–	1317
2021 Q1	$9.33K	Buy	+354	New	+$9.46K	﹤0.01%	1550
2020 Q2	–	Sell	-31	Closed	-$1K	–	895
2020 Q1	$1K	Buy	+31	New	+$788	﹤0.01%	1653
2019 Q1	–	Sell	-324	Closed	-$7K	–	1370
2018 Q4	$7K	Buy	+324	New	+$7.45K	﹤0.01%	1147

Other funds holding IBDR

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameritas Investment Company's IBDR Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2021, closing a stake of 354 shares — an estimated $9.33K sold.

Ameritas Investment Company first reported a position in IBDR in Q4 2018 and held it in 3 quarters. The position peaked at $9.33K in Q1 2021. 104 funds tracked by Wall St. Rank hold IBDR as of Q2 2021.

Ameritas Investment Company reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 354 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2021, an estimated $9.33K.
Ameritas Investment Company first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $9.33K in Q1 2021.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.