Ancora Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Ancora Advisors’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 Q4	–	Sell	-6,500	Closed	-$164K	–	2475
2025 Q3	$164K	Sell	6,500 -2,693	-29%	-$67.7K	﹤0.01%	759
2025 Q2	$231K	Buy	9,193 +2	+0%	+$50	﹤0.01%	697
2025 Q1	$231K	Buy	9,191 +2	+0%	+$50	0.01%	685
2024 Q4	$230K	Buy	9,189 +1,482	+19%	+$37.1K	0.01%	685
2024 Q3	$193K	Buy	+7,707	New	+$192K	﹤0.01%	701

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ancora Advisors's IBDQ Position: Q4 2025 in Review

Ancora Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 6,500 shares — an estimated $164K sold.

Ancora Advisors first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $231K in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Ancora Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Ancora Advisors sold 6,500 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $164K.
Ancora Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
Ancora Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $231K in Q2 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.