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 Q2	$475K	Buy	19,602 +2	+0%	+$48	0.01%	549
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ancora Advisors's IBDS Position: Q2 2026 in Review

Ancora Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.01% in Q2 2026, buying an estimated $48 and bringing the position to 19,602 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #549.

Ancora Advisors first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $476K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Ancora Advisors held 19,602 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $475K as of Q2 2026.
Ancora Advisors bought 2 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $48.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #549 holding.
Ancora Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Ancora Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $476K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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