Ancora Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12M | Buy |
260,429
+11,649
| +5% | +$539K | 0.25% | 85 |
|
2025
Q1 | $11.5M | Sell |
248,780
-8,565
| -3% | -$395K | 0.26% | 81 |
|
2024
Q4 | $11.6M | Buy |
257,345
+23,521
| +10% | +$1.06M | 0.26% | 83 |
|
2024
Q3 | $11M | Buy |
233,824
+16,324
| +8% | +$769K | 0.25% | 88 |
|
2024
Q2 | $9.84M | Buy |
217,500
+10,452
| +5% | +$473K | 0.24% | 84 |
|
2024
Q1 | $9.44M | Buy |
207,048
+21,553
| +12% | +$983K | 0.21% | 93 |
|
2023
Q4 | $8.55M | Buy |
185,495
+3,682
| +2% | +$170K | 0.2% | 103 |
|
2023
Q3 | $7.95M | Buy |
181,813
+10,846
| +6% | +$474K | 0.21% | 94 |
|
2023
Q2 | $7.77M | Buy |
170,967
+13,551
| +9% | +$616K | 0.2% | 99 |
|
2023
Q1 | $7.26M | Buy |
157,416
+22,005
| +16% | +$1.02M | 0.21% | 96 |
|
2022
Q4 | $6.08M | Buy |
135,411
+89,712
| +196% | +$4.03M | 0.18% | 109 |
|
2022
Q3 | $2.03M | Buy |
45,699
+2,919
| +7% | +$130K | 0.06% | 231 |
|
2022
Q2 | $2M | Buy |
42,780
+2,602
| +6% | +$122K | 0.06% | 251 |
|
2022
Q1 | $1.99M | Sell |
40,178
-11,235
| -22% | -$558K | 0.05% | 272 |
|
2021
Q4 | $2.72M | Sell |
51,413
-20,418
| -28% | -$1.08M | 0.06% | 235 |
|
2021
Q3 | $3.82M | Buy |
71,831
+1,134
| +2% | +$60.4K | 0.1% | 190 |
|
2021
Q2 | $3.78M | Buy |
70,697
+6,162
| +10% | +$330K | 0.1% | 189 |
|
2021
Q1 | $3.41M | Buy |
64,535
+39,279
| +156% | +$2.07M | 0.09% | 200 |
|
2020
Q4 | $1.38M | Buy |
25,256
+24,232
| +2,366% | +$1.32M | 0.04% | 300 |
|
2020
Q3 | $56K | Hold |
1,024
| – | – | ﹤0.01% | 803 |
|
2020
Q2 | $56K | Hold |
1,024
| – | – | ﹤0.01% | 782 |
|
2020
Q1 | $54K | Hold |
1,024
| – | – | ﹤0.01% | 836 |
|
2019
Q4 | $53K | Buy |
+1,024
| New | +$53K | ﹤0.01% | 862 |
|
2018
Q4 | – | Sell |
-265
| Closed | -$13K | – | 914 |
|
2018
Q3 | $13K | Buy |
+265
| New | +$13K | ﹤0.01% | 1155 |
|
2018
Q1 | – | Sell |
-6,643
| Closed | -$338K | – | 682 |
|
2017
Q4 | $338K | Buy |
+6,643
| New | +$338K | 0.02% | 506 |
|