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Anchor Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Anchor Capital Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Hold
8,604
– – 0.01% 240
2026
Q1 		$218K Buy
+8,604
New +$219K 0.01% 241
2024
Q4 		– Sell
-10,525
Closed -$269K – 250
2024
Q3 		$269K Hold
10,525
– – 0.01% 229
2024
Q2 		$261K Hold
10,525
– – 0.01% 232
2024
Q1 		$262K Buy
+10,525
New +$262K 0.01% 232

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Anchor Capital Advisors's IBDT Position: Q2 2026 in Review

Anchor Capital Advisors held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 8,604 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #240.

Anchor Capital Advisors first reported a position in IBDT in Q1 2024 and has held it in 5 quarters since. The position peaked at $269K in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Anchor Capital Advisors held 8,604 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $217K as of Q2 2026.
  • Anchor Capital Advisors left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #240 holding.
  • Anchor Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 5 quarters since.
  • Anchor Capital Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $269K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.