Anchor Capital Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Anchor Capital Advisors’s Portfolio IBDS Stock Details IBDS 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	-$274K	–	249
2024 Q3	$274K	Hold	11,225	–	–	0.01%	225
2024 Q2	$266K	Hold	11,225	–	–	0.01%	228
2024 Q1	$267K	Hold	11,225	–	–	0.01%	231
2023 Q4	$269K	Hold	11,225	–	–	0.01%	225
2023 Q3	$260K	Buy	11,225 +1,290	+13%	+$30.1K	0.01%	245
2023 Q2	$233K	Buy	+9,935	New	+$235K	0.01%	257
2023 Q1	–	Hold	0	–	–	–	254

Other funds holding IBDS

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

CAI

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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

HPC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

Anchor Capital Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2024, closing a stake of 11,225 shares — an estimated $274K sold.

Anchor Capital Advisors first reported a position in IBDS in Q2 2023 and held it in 6 quarters. The position peaked at $274K in Q3 2024. 351 funds tracked by Wall St. Rank hold IBDS as of Q4 2024.

Anchor Capital Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Anchor Capital Advisors sold 11,225 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2024, an estimated $274K.
Anchor Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
Anchor Capital Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $274K in Q3 2024.
351 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2024.

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