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 Q2	$355K	Buy	14,663 +2	+0%	+$48	0.01%	606
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 $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Ancora Advisors's IBDR Position: Q2 2026 in Review

Ancora Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.01% in Q2 2026, buying an estimated $48 and bringing the position to 14,663 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #606.

Ancora Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $355K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Ancora Advisors held 14,663 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $355K as of Q2 2026.
Ancora Advisors bought 2 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $48.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #606 holding.
Ancora Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Ancora Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $355K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.