Anchor Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,225	Closed	-$273K	–	248
2024 Q3	$273K	Hold	11,225	–	–	0.01%	226
2024 Q2	$267K	Hold	11,225	–	–	0.01%	226
2024 Q1	$268K	Hold	11,225	–	–	0.01%	230
2023 Q4	$268K	Hold	11,225	–	–	0.01%	226
2023 Q3	$262K	Buy	11,225 +1,285	+13%	+$30.1K	0.01%	244
2023 Q2	$233K	Buy	+9,940	New	+$235K	0.01%	256
2023 Q1	–	Hold	0	–	–	–	256

Other funds holding IBDR

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CAI

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

HPC

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

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

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

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

Anchor Capital Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2024, closing a stake of 11,225 shares — an estimated $273K sold.

Anchor Capital Advisors first reported a position in IBDR in Q2 2023 and held it in 6 quarters. The position peaked at $273K in Q3 2024. 368 funds tracked by Wall St. Rank hold IBDR as of Q4 2024.

Anchor Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Anchor Capital Advisors sold 11,225 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2024, an estimated $273K.
Anchor Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
Anchor Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $273K in Q3 2024.
368 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2024.

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