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Ameritas Investment Company’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ameritas Investment Company’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-23
Closed -$615 – 1318
2021
Q1 		$615 Buy
+23
New +$626 ﹤0.01% 2149
2020
Q2 		– Sell
-23
Closed -$1K – 896
2020
Q1 		$1K Buy
+23
New +$593 ﹤0.01% 1654

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameritas Investment Company sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2021, closing a stake of 23 shares — an estimated $615 sold.

Ameritas Investment Company first reported a position in IBDS in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 89 funds tracked by Wall St. Rank hold IBDS as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 23 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2021, an estimated $615.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2021.

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