Archer Investment Corporation’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Archer Investment Corporation’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
2024 Q2	–	Sell	-270	Closed	-$6.44K	–	1100
2024 Q1	$6.44K	Sell	270 -539	-67%	-$12.8K	﹤0.01%	724
2023 Q4	$19.3K	Hold	809	–	–	0.01%	537
2023 Q3	$18.9K	Hold	809	–	–	0.01%	517
2023 Q2	$19K	Sell	809 -140	-15%	-$3.31K	0.01%	521
2023 Q1	$22.5K	Sell	949 -647	-41%	-$15.2K	0.01%	466
2022 Q4	$37.3K	Hold	1,596	–	–	0.01%	398
2022 Q3	$36.9K	Hold	1,596	–	–	0.02%	382
2022 Q2	$38K	Hold	1,596	–	–	0.02%	378
2022 Q1	$38.7K	Hold	1,596	–	–	0.01%	394
2021 Q4	$41.6K	Hold	1,596	–	–	0.01%	393
2021 Q3	$42.3K	Hold	1,596	–	–	0.02%	381
2021 Q2	$42.5K	Sell	1,596 -189	-11%	-$5.02K	0.02%	345
2021 Q1	$47.1K	Hold	1,785	–	–	0.02%	350
2020 Q4	$48.4K	Hold	1,785	–	–	0.02%	287
2020 Q3	$47.9K	Hold	1,785	–	–	0.02%	264
2020 Q2	$47.6K	Hold	1,785	–	–	0.03%	258
2020 Q1	$44K	Hold	1,785	–	–	0.03%	241
2019 Q4	$46K	Buy	+1,785	New	+$45.4K	0.02%	269

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Archer Investment Corporation's IBDR Position: Q2 2024 in Review

Archer Investment Corporation sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2024, closing a stake of 270 shares — an estimated $6.44K sold.

Archer Investment Corporation first reported a position in IBDR in Q4 2019 and held it in 18 quarters. The position peaked at $48.4K in Q4 2020. 326 funds tracked by Wall St. Rank hold IBDR as of Q2 2024.

Archer Investment Corporation reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Archer Investment Corporation sold 270 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2024, an estimated $6.44K.
Archer Investment Corporation first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and held it in 18 quarters.
Archer Investment Corporation's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $48.4K in Q4 2020.
326 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2024.

Based on Archer Investment Corporation's 13F filing for Q2 2024, filed 2 Aug 2024.