Ancora Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Ancora Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-27,000	Closed	-$670K	–	643
2018 Q4	$670K	Hold	27,000	–	–	0.03%	358
2018 Q3	$670K	Hold	27,000	–	–	0.03%	421
2018 Q2	$669K	Hold	27,000	–	–	0.03%	416
2018 Q1	$669K	Hold	27,000	–	–	0.03%	404
2017 Q4	$672K	Hold	27,000	–	–	0.04%	374
2017 Q3	$676K	Buy	+27,000	New	+$675K	0.04%	397

Other funds holding IBDK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Ancora Advisors's IBDK Position: Q1 2019 in Review

Ancora Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q1 2019, closing a stake of 27,000 shares — an estimated $670K sold.

Ancora Advisors first reported a position in IBDK in Q3 2017 and held it in 6 quarters. The position peaked at $676K in Q3 2017. 125 funds tracked by Wall St. Rank hold IBDK as of Q1 2019.

Ancora Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
Ancora Advisors sold 27,000 iShares iBonds Dec 2019 Term Corporate ETF shares in Q1 2019, an estimated $670K.
Ancora Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2017 and held it in 6 quarters.
Ancora Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $676K in Q3 2017.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q1 2019.

Based on Ancora Advisors's 13F filing for Q1 2019, filed 15 May 2019.