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Ameritas Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ameritas Advisory Services’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,330
Closed -$65K – 1534
2025
Q3 		$65K Sell
1,330
-9,713
-88% -$472K ﹤0.01% 987
2025
Q2 		$537K Buy
+11,043
New +$533K 0.03% 490
2023
Q2 		– Sell
-1,934
Closed -$91.2K – 1554
2023
Q1 		$91.2K Buy
+1,934
New +$90.5K ﹤0.01% 1034

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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Ameritas Advisory Services sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2025, closing a stake of 1,330 shares — an estimated $65K sold.

Ameritas Advisory Services first reported a position in ISTB in Q1 2023 and held it in 3 quarters. The position peaked at $537K in Q2 2025. 389 funds tracked by Wall St. Rank hold ISTB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,330 iShares Core 1-5 Year USD Bond ETF shares in Q4 2025, an estimated $65K.
  • Ameritas Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $537K in Q2 2025.
  • 389 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2025.

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