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Ancora Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ancora Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Buy
19,600
+1
+0% +$24 0.01% 534
2025
Q4 		$476K Buy
19,599
+2,677
+16% +$65K 0.01% 557
2025
Q3 		$412K Sell
16,922
-1,852
-10% -$44.9K 0.01% 585
2025
Q2 		$456K Buy
18,774
+3
+0% +$72 0.01% 554
2025
Q1 		$454K Buy
18,771
+2
+0% +$48 0.01% 544
2024
Q4 		$450K Buy
18,769
+2,575
+16% +$62K 0.01% 545
2024
Q3 		$395K Buy
16,194
+14,528
+872% +$350K 0.01% 553
2024
Q2 		$39.5K Buy
1,666
+615
+59% +$14.5K ﹤0.01% 1002
2024
Q1 		$25K Hold
1,051
– – ﹤0.01% 1146
2023
Q4 		$25.1K Buy
+1,051
New +$24.5K ﹤0.01% 1121

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return