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Ameritas Investment Company’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Ameritas Investment Company’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21
Closed -$595 – 1319
2021
Q1 		$595 Buy
+21
New +$607 ﹤0.01% 2151
2020
Q2 		– Sell
-21
Closed -$1K – 897
2020
Q1 		$1K Buy
+21
New +$581 ﹤0.01% 1655

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CIA
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SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 IBDT Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2021, closing a stake of 21 shares — an estimated $595 sold.

Ameritas Investment Company first reported a position in IBDT in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 77 funds tracked by Wall St. Rank hold IBDT as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 21 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2021, an estimated $595.
  • Ameritas Investment Company first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2021.

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