Ancora Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Ancora Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,320	Closed	-$255K	–	2583
2021 Q3	$255K	Buy	+10,320	New	+$255K	0.01%	722
2020 Q1	–	Sell	-10,000	Closed	-$250K	–	1579
2019 Q4	$250K	Sell	10,000 -10,000	-50%	-$250K	0.01%	617
2019 Q3	$500K	Hold	20,000	–	–	0.02%	460
2019 Q2	$499K	Hold	20,000	–	–	0.02%	422
2019 Q1	$494K	Hold	20,000	–	–	0.02%	424
2018 Q4	$487K	Hold	20,000	–	–	0.02%	412
2018 Q3	$487K	Hold	20,000	–	–	0.02%	491
2018 Q2	$487K	Hold	20,000	–	–	0.02%	488
2018 Q1	$489K	Buy	+20,000	New	+$491K	0.02%	474

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ancora Advisors's IBDM Position: Q4 2021 in Review

Ancora Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 10,320 shares — an estimated $255K sold.

Ancora Advisors first reported a position in IBDM in Q1 2018 and held it in 9 quarters. The position peaked at $500K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Ancora Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Ancora Advisors sold 10,320 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $255K.
Ancora Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 9 quarters.
Ancora Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $500K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Ancora Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.