Ancora Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ancora Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,000	Closed	-$243K	–	1362
2018 Q3	$243K	Hold	10,000	–	–	0.01%	621
2018 Q2	$243K	Buy	+10,000	New	+$243K	0.01%	624

Other funds holding IBDN

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

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

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

CIM

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

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ACA

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

Ancora Advisors's IBDN Position: Q4 2018 in Review

Ancora Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2018, closing a stake of 10,000 shares — an estimated $243K sold.

Ancora Advisors first reported a position in IBDN in Q2 2018 and held it in 2 quarters. The position peaked at $243K in Q3 2018. 110 funds tracked by Wall St. Rank hold IBDN as of Q4 2018.

Ancora Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Ancora Advisors sold 10,000 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2018, an estimated $243K.
Ancora Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2018 and held it in 2 quarters.
Ancora Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $243K in Q3 2018.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.