Ameritas Investment Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.02M	Buy	17,517 +5,940	+51%	+$695K	0.09%	170
2021 Q2	$2.05M	Sell	11,577 -15,903	-58%	-$1.82M	0.1%	175
2021 Q1	$3.1M	Buy	27,480 +11,008	+67%	+$1.28M	0.27%	86
2020 Q4	$1.97M	Buy	16,472 +6,188	+60%	+$744K	0.38%	60
2020 Q3	$1.25M	Hold	10,284	–	–	0.39%	66
2020 Q2	$1.25M	Buy	10,284 +9,950	+2,979%	+$1.21M	0.36%	69
2020 Q1	$41K	Buy	334 +89	+36%	+$10.2K	0.01%	760
2019 Q4	$27K	Buy	245 +1	+0.4%	+$111	0.01%	654
2019 Q3	$27K	Buy	+244	New	+$27.2K	0.01%	832

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Ameritas Investment Company increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 51% in Q3 2021, buying an estimated $695K and bringing the position to 17,517 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #170.

Ameritas Investment Company first reported a position in IEF in Q3 2019 and has held it in 9 quarters since. The position peaked at $3.1M in Q1 2021. 614 funds tracked by Wall St. Rank hold IEF as of Q3 2021.

Ameritas Investment Company held 17,517 shares of iShares 7-10 Year Treasury Bond ETF worth $2.02M as of Q3 2021.
Ameritas Investment Company bought 5,940 iShares 7-10 Year Treasury Bond ETF shares in Q3 2021, an estimated $695K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Ameritas Investment Company's portfolio in Q3 2021, its #170 holding.
Ameritas Investment Company first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 9 quarters since.
Ameritas Investment Company's iShares 7-10 Year Treasury Bond ETF position peaked at $3.1M in Q1 2021.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2021.

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