Ameritas Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Ameritas Advisory Services’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$2.18K	–	2048
2026 Q1	$2.18K	Buy	+100	New	+$2.19K	﹤0.01%	1005

Other funds holding IBTJ

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Advisory Services's IBTJ Position: Q2 2026 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 100 shares — an estimated $2.18K sold.

Ameritas Advisory Services first reported a position in IBTJ in Q1 2026 and held it in 1 quarter. The position peaked at $2.18K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Ameritas Advisory Services reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 100 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $2.18K.
Ameritas Advisory Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
Ameritas Advisory Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.18K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.