Ancora Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Ancora Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Buy	17,999 +2	+0%	+$51	0.01%	558
2026 Q1	$456K	Buy	17,997 +1	+0%	+$25	0.01%	542
2025 Q4	$458K	Buy	17,996 +2,558	+17%	+$65.2K	0.01%	568
2025 Q3	$394K	Sell	15,438 -1,174	-7%	-$29.8K	0.01%	595
2025 Q2	$422K	Buy	16,612 +479	+3%	+$12.1K	0.01%	563
2025 Q1	$408K	Buy	16,133 +2	+0%	+$50	0.01%	564
2024 Q4	$402K	Buy	16,131 +2,090	+15%	+$52.5K	0.01%	562
2024 Q3	$358K	Buy	+14,041	New	+$354K	0.01%	569

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Ancora Advisors's IBDT Position: Q2 2026 in Review

Ancora Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.01% in Q2 2026, buying an estimated $51 and bringing the position to 17,999 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #558.

Ancora Advisors first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $458K in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Ancora Advisors held 17,999 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $454K as of Q2 2026.
Ancora Advisors bought 2 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $51.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #558 holding.
Ancora Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Ancora Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $458K in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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