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Ameritas Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-986
Closed -$24K – 1480
2025
Q3 		$24K Sell
986
-245
-20% -$5.93K ﹤0.01% 1381
2025
Q2 		$29.9K Buy
+1,231
New +$29.7K ﹤0.01% 1556
2023
Q2 		– Sell
-1,297
Closed -$30.7K – 1471
2023
Q1 		$30.7K Buy
+1,297
New +$30.5K ﹤0.01% 1450

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Ameritas Advisory Services's IBDR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 986 shares — an estimated $24K sold.

Ameritas Advisory Services first reported a position in IBDR in Q1 2023 and held it in 3 quarters. The position peaked at $30.7K in Q1 2023. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 986 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $24K.
  • Ameritas Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $30.7K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.