Ancora Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Ancora Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.8K	Hold	4,104	–	–	﹤0.01%	935
2025 Q4	$90.6K	Hold	4,104	–	–	﹤0.01%	949
2025 Q3	$90.9K	Hold	4,104	–	–	﹤0.01%	893
2025 Q2	$90.2K	Hold	4,104	–	–	﹤0.01%	900
2025 Q1	$89.1K	Hold	4,104	–	–	﹤0.01%	892
2024 Q4	$87.7K	Buy	4,104 +1,601	+64%	+$34.6K	﹤0.01%	876
2024 Q3	$55.5K	Buy	+2,503	New	+$54.6K	﹤0.01%	965

Other funds holding IBDV

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

Ancora Advisors's IBDV Position: Q1 2026 in Review

Ancora Advisors held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q1 2026 at 4,104 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Ancora Advisors first reported a position in IBDV in Q3 2024 and has held it in 7 quarters since. The position peaked at $90.9K in Q3 2025. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Ancora Advisors held 4,104 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $89.8K as of Q1 2026.
Ancora Advisors left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #935 holding.
Ancora Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Ancora Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $90.9K in Q3 2025.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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