Ameritas Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-392	Closed	-$9.54K	–	1481
2025 Q3	$9.54K	Sell	392 -198	-34%	-$4.8K	﹤0.01%	1679
2025 Q2	$14.3K	Buy	+590	New	+$14.2K	﹤0.01%	1876
2023 Q2	–	Sell	-128	Closed	-$3.05K	–	1472
2023 Q1	$3.05K	Buy	+128	New	+$3.02K	﹤0.01%	2296

Other funds holding IBDS

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 IBDS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 392 shares — an estimated $9.54K sold.

Ameritas Advisory Services first reported a position in IBDS in Q1 2023 and held it in 3 quarters. The position peaked at $14.3K in Q2 2025. 414 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 392 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $9.54K.
Ameritas Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $14.3K in Q2 2025.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

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