Ancora Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ancora Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$355K	Buy	14,661 +1	+0%	+$24	0.01%	593
2025 Q4	$355K	Buy	14,660 +2,684	+22%	+$65.1K	0.01%	613
2025 Q3	$291K	Sell	11,976 -2,501	-17%	-$60.6K	0.01%	649
2025 Q2	$351K	Buy	14,477 +4	+0%	+$97	0.01%	608
2025 Q1	$350K	Buy	14,473 +2	+0%	+$48	0.01%	596
2024 Q4	$348K	Buy	14,471 +1,745	+14%	+$42.1K	0.01%	592
2024 Q3	$309K	Buy	12,726 +11,676	+1,112%	+$281K	0.01%	601
2024 Q2	$25K	Hold	1,050	–	–	﹤0.01%	1119
2024 Q1	$25K	Hold	1,050	–	–	﹤0.01%	1144
2023 Q4	$25.1K	Buy	+1,050	New	+$24.7K	﹤0.01%	1122

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ancora Advisors's IBDR Position: Q1 2026 in Review

Ancora Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.01% in Q1 2026, buying an estimated $24 and bringing the position to 14,661 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #593.

Ancora Advisors first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Ancora Advisors held 14,661 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $355K as of Q1 2026.
Ancora Advisors bought 1 iShares iBonds Dec 2026 Term Corporate ETF share in Q1 2026, an estimated $24.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #593 holding.
Ancora Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.