Anchor Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Anchor Investment Management’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
2025 Q1	–	Sell	-3,430	Closed	-$85.9K	–	1048
2024 Q4	$85.9K	Hold	3,430	–	–	0.01%	490
2024 Q3	$86.1K	Hold	3,430	–	–	0.01%	495
2024 Q2	$85.3K	Hold	3,430	–	–	0.01%	450
2024 Q1	$85.1K	Hold	3,430	–	–	0.01%	468
2023 Q4	$84.9K	Hold	3,430	–	–	0.01%	458
2023 Q3	$83.6K	Hold	3,430	–	–	0.01%	440
2023 Q2	$83.6K	Hold	3,430	–	–	0.01%	430
2023 Q1	$84.1K	Hold	3,430	–	–	0.01%	461
2022 Q4	$83.4K	Buy	3,430 +3,350	+4,188%	+$81.1K	0.01%	457
2022 Q3	$1.93K	Hold	80	–	–	﹤0.01%	888
2022 Q2	$1.98K	Hold	80	–	–	﹤0.01%	890
2022 Q1	$2.02K	Hold	80	–	–	﹤0.01%	912
2021 Q4	$2.11K	Hold	80	–	–	﹤0.01%	931
2021 Q3	$2.15K	Hold	80	–	–	﹤0.01%	848
2021 Q2	$2.16K	Hold	80	–	–	﹤0.01%	874
2021 Q1	$2.15K	Hold	80	–	–	﹤0.01%	864
2020 Q4	$2.19K	Hold	80	–	–	﹤0.01%	838
2020 Q3	$2.17K	Hold	80	–	–	﹤0.01%	813
2020 Q2	$2.16K	Hold	80	–	–	﹤0.01%	781
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	766
2019 Q4	$2.08K	Hold	80	–	–	﹤0.01%	767
2019 Q3	$2.07K	Hold	80	–	–	﹤0.01%	752
2019 Q2	$2.05K	Hold	80	–	–	﹤0.01%	748
2019 Q1	$1.99K	Hold	80	–	–	﹤0.01%	747
2018 Q4	$1.89K	Hold	80	–	–	﹤0.01%	763
2018 Q3	$1.91K	Hold	80	–	–	﹤0.01%	782
2018 Q2	$1.91K	Hold	80	–	–	﹤0.01%	795
2018 Q1	$1.94K	Hold	80	–	–	﹤0.01%	766
2017 Q4	$2K	Hold	80	–	–	﹤0.01%	765
2017 Q3	$2.01K	Hold	80	–	–	﹤0.01%	738
2017 Q2	$2K	Buy	+80	New	+$1.99K	﹤0.01%	674

Other funds holding IBDQ

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

HPC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

SVWAG

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

Anchor Investment Management's IBDQ Position: Q1 2025 in Review

Anchor Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 3,430 shares — an estimated $85.9K sold.

Anchor Investment Management first reported a position in IBDQ in Q2 2017 and held it in 31 quarters. The position peaked at $86.1K in Q3 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Anchor Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Anchor Investment Management sold 3,430 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $85.9K.
Anchor Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2017 and held it in 31 quarters.
Anchor Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $86.1K in Q3 2024.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.