Anchor Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Anchor Capital Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,800	Closed	-$271K	–	247
2024 Q3	$271K	Hold	10,800	–	–	0.01%	228
2024 Q2	$268K	Hold	10,800	–	–	0.01%	224
2024 Q1	$268K	Hold	10,800	–	–	0.01%	229
2023 Q4	$267K	Hold	10,800	–	–	0.01%	227
2023 Q3	$263K	Buy	10,800 +1,235	+13%	+$30.1K	0.01%	242
2023 Q2	$233K	Buy	+9,565	New	+$234K	0.01%	258
2023 Q1	–	Hold	0	–	–	–	257

Other funds holding IBDQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HPC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Anchor Capital Advisors's IBDQ Position: Q4 2024 in Review

Anchor Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 10,800 shares — an estimated $271K sold.

Anchor Capital Advisors first reported a position in IBDQ in Q2 2023 and held it in 6 quarters. The position peaked at $271K in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

Anchor Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Anchor Capital Advisors sold 10,800 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $271K.
Anchor Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
Anchor Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $271K in Q3 2024.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Anchor Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.