Ancora Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
7,577
+209
| +3% | +$11K | 0.01% | 568 |
|
|
2025
Q1 | $386K | Sell |
7,368
-34,648
| -82% | -$1.81M | 0.01% | 562 |
|
|
2024
Q4 | $2.17M | Buy |
42,016
+6,377
| +18% | +$330K | 0.05% | 267 |
|
|
2024
Q3 | $1.88M | Buy |
35,639
+6,000
| +20% | +$316K | 0.04% | 282 |
|
|
2024
Q2 | $1.52M | Buy |
29,639
+18,858
| +175% | +$966K | 0.04% | 306 |
|
|
2024
Q1 | $553K | Buy |
10,781
+7,680
| +248% | +$394K | 0.01% | 480 |
|
|
2023
Q4 | $159K | Sell |
3,101
-1,400
| -31% | -$71.8K | ﹤0.01% | 690 |
|
|
2023
Q3 | $224K | Buy |
4,501
+1,893
| +73% | +$94.3K | 0.01% | 623 |
|
|
2023
Q2 | $131K | Buy |
2,608
+10
| +0.4% | +$502 | ﹤0.01% | 717 |
|
|
2023
Q1 | $131K | Sell |
2,598
-143
| -5% | -$7.23K | ﹤0.01% | 706 |
|
|
2022
Q4 | $136K | Sell |
2,741
-3,257
| -54% | -$162K | ﹤0.01% | 733 |
|
|
2022
Q3 | $295K | Sell |
5,998
-88
| -1% | -$4.33K | 0.01% | 609 |
|
|
2022
Q2 | $307K | Sell |
6,086
-19
| -0.3% | -$958 | 0.01% | 619 |
|
|
2022
Q1 | $315K | Sell |
6,105
-3,322
| -35% | -$171K | 0.01% | 664 |
|
|
2021
Q4 | $508K | Sell |
9,427
-1,006
| -10% | -$54.2K | 0.01% | 547 |
|
|
2021
Q3 | $570K | Sell |
10,433
-3,667
| -26% | -$200K | 0.01% | 502 |
|
|
2021
Q2 | $773K | Buy |
14,100
+45
| +0.3% | +$2.47K | 0.02% | 436 |
|
|
2021
Q1 | $769K | Buy |
14,055
+1,789
| +15% | +$97.9K | 0.02% | 422 |
|
|
2020
Q4 | $677K | Buy |
12,266
+703
| +6% | +$38.8K | 0.02% | 414 |
|
|
2020
Q3 | $634K | Buy |
11,563
+3,529
| +44% | +$193K | 0.03% | 386 |
|
|
2020
Q2 | $439K | Hold |
8,034
| – | – | 0.02% | 436 |
|
|
2020
Q1 | $421K | Hold |
8,034
| – | – | 0.02% | 486 |
|
|
2019
Q4 | $431K | Hold |
8,034
| – | – | 0.02% | 515 |
|
|
2019
Q3 | $431K | Sell |
8,034
-4,068
| -34% | -$218K | 0.02% | 475 |
|
|
2019
Q2 | $647K | Hold |
12,102
| – | – | 0.03% | 366 |
|
|
2019
Q1 | $639K | Hold |
12,102
| – | – | 0.03% | 380 |
|
|
2018
Q4 | $624K | Sell |
12,102
-272
| -2% | -$14K | 0.03% | 373 |
|
|
2018
Q3 | $642K | Sell |
12,374
-200
| -2% | -$10.4K | 0.02% | 429 |
|
|
2018
Q2 | $652K | Hold |
12,574
| – | – | 0.03% | 422 |
|
|
2018
Q1 | $653K | Sell |
12,574
-358
| -3% | -$18.6K | 0.03% | 413 |
|
|
2017
Q4 | $676K | Hold |
12,932
| – | – | 0.04% | 371 |
|
|
2017
Q3 | $681K | Hold |
12,932
| – | – | 0.04% | 396 |
|
|
2017
Q2 | $681K | Buy |
12,932
+1,902
| +17% | +$100K | 0.04% | 369 |
|
|
2017
Q1 | $581K | Sell |
11,030
-348
| -3% | -$18.3K | 0.04% | 388 |
|
|
2016
Q4 | $597K | Buy |
+11,378
| New | +$597K | 0.04% | 372 |
|