Ancora Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Ancora Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	-$253K	–	1534
2019 Q4	$253K	Hold	10,000	–	–	0.01%	615
2019 Q3	$254K	Hold	10,000	–	–	0.01%	565
2019 Q2	$253K	Hold	10,000	–	–	0.01%	524
2019 Q1	$252K	Sell	10,000 -5,000	-33%	-$126K	0.01%	523
2018 Q4	$375K	Buy	15,000 +5,000	+50%	+$125K	0.02%	465
2018 Q3	$250K	Hold	10,000	–	–	0.01%	616
2018 Q2	$250K	Hold	10,000	–	–	0.01%	617
2018 Q1	$251K	Hold	10,000	–	–	0.01%	594
2017 Q4	$253K	Hold	10,000	–	–	0.01%	547
2017 Q3	$256K	Hold	10,000	–	–	0.01%	574
2017 Q2	$255K	Hold	10,000	–	–	0.02%	544
2017 Q1	$254K	Buy	+10,000	New	+$253K	0.02%	547

Other funds holding IBDL

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

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

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

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Ancora Advisors's IBDL Position: Q1 2020 in Review

Ancora Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2020, closing a stake of 10,000 shares — an estimated $253K sold.

Ancora Advisors first reported a position in IBDL in Q1 2017 and held it in 12 quarters. The position peaked at $375K in Q4 2018. 171 funds tracked by Wall St. Rank hold IBDL as of Q1 2020.

Ancora Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Ancora Advisors sold 10,000 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2020, an estimated $253K.
Ancora Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2017 and held it in 12 quarters.
Ancora Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $375K in Q4 2018.
171 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2020.

Based on Ancora Advisors's 13F filing for Q1 2020, filed 14 May 2020.