Ameritas Advisory Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-153	Closed	-$3.9K	–	1482
2025 Q3	$3.9K	Sell	153 -226	-60%	-$5.74K	﹤0.01%	1879
2025 Q2	$9.63K	Buy	+379	New	+$9.55K	﹤0.01%	2031
2023 Q2	–	Sell	-21	Closed	-$524	–	1473
2023 Q1	$524	Buy	+21	New	+$519	﹤0.01%	2645

Other funds holding IBDT

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameritas Advisory Services sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2025, closing a stake of 153 shares — an estimated $3.9K sold.

Ameritas Advisory Services first reported a position in IBDT in Q1 2023 and held it in 3 quarters. The position peaked at $9.63K in Q2 2025. 413 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 153 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $3.9K.
Ameritas Advisory Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $9.63K in Q2 2025.
413 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

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