Ameritas Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.42M	Buy	53,806 +14,861	+38%	+$1.22M	0.09%	217
2026 Q1	$3.22M	Buy	38,945 +8,352	+27%	+$691K	0.12%	155
2025 Q4	$2.53M	Buy	30,593 +4,903	+19%	+$406K	0.09%	195
2025 Q3	$2.13M	Buy	25,690 +12,106	+89%	+$1M	0.14%	137
2025 Q2	$1.13M	Sell	13,584 -9,391	-41%	-$775K	0.06%	316
2025 Q1	$1.89M	Buy	22,975 +882	+4%	+$72.5K	0.08%	250
2024 Q4	$1.81M	Buy	22,093 +19,574	+777%	+$1.61M	0.06%	281
2024 Q3	$209K	Sell	2,519 -1,103	-30%	-$91K	0.01%	796
2024 Q2	$296K	Sell	3,622 -694	-16%	-$56.5K	0.01%	732
2024 Q1	$352K	Sell	4,316 -6,711	-61%	-$549K	0.01%	661
2023 Q4	$904K	Sell	11,027 -651	-6%	-$52.9K	0.05%	307
2023 Q3	$946K	Buy	+11,678	New	+$946K	0.05%	352
2023 Q2	–	Sell	-4,088	Closed	-$336K	–	2197
2023 Q1	$336K	Sell	4,088 -4,669	-53%	-$381K	0.02%	608
2022 Q4	$711K	Buy	8,757 +1,893	+28%	+$154K	0.03%	435
2022 Q3	$557K	Buy	6,864 +888	+15%	+$73.1K	0.03%	409
2022 Q2	$495K	Buy	5,976 +2,733	+84%	+$227K	0.03%	458
2022 Q1	$270K	Buy	3,243 +569	+21%	+$48.1K	0.01%	697
2021 Q4	$229K	Buy	+2,674	New	+$229K	0.01%	739

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Ameritas Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 38% in Q2 2026, buying an estimated $1.22M and bringing the position to 53,806 shares worth $4.42M. The position accounts for 0.09% of the portfolio, ranked #217.

Ameritas Advisory Services first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Ameritas Advisory Services held 53,806 shares of iShares 1-3 Year Treasury Bond ETF worth $4.42M as of Q2 2026.
Ameritas Advisory Services bought 14,861 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #217 holding.
Ameritas Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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