Ancora Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,191
+412
| +23% | +$45.2K | 0.01% | 676 |
|
|
2025
Q1 | $193K | Sell |
1,779
-155
| -8% | -$16.8K | ﹤0.01% | 704 |
|
|
2024
Q4 | $207K | Sell |
1,934
-7
| -0.4% | -$748 | ﹤0.01% | 695 |
|
|
2024
Q3 | $219K | Sell |
1,941
-396
| -17% | -$44.8K | 0.01% | 665 |
|
|
2024
Q2 | $250K | Sell |
2,337
-2,752
| -54% | -$295K | 0.01% | 602 |
|
|
2024
Q1 | $554K | Buy |
5,089
+236
| +5% | +$25.7K | 0.01% | 478 |
|
|
2023
Q4 | $537K | Buy |
4,853
+1,642
| +51% | +$182K | 0.01% | 476 |
|
|
2023
Q3 | $328K | Buy |
3,211
+2,603
| +428% | +$266K | 0.01% | 539 |
|
|
2023
Q2 | $65.8K | Buy |
608
+20
| +3% | +$2.16K | ﹤0.01% | 828 |
|
|
2023
Q1 | $64.4K | Sell |
588
-49
| -8% | -$5.37K | ﹤0.01% | 832 |
|
|
2022
Q4 | $68K | Sell |
637
-883
| -58% | -$94.3K | ﹤0.01% | 870 |
|
|
2022
Q3 | $155K | Buy |
1,520
+837
| +123% | +$85.4K | ﹤0.01% | 767 |
|
|
2022
Q2 | $76K | Sell |
683
-202
| -23% | -$22.5K | ﹤0.01% | 1023 |
|
|
2022
Q1 | $107K | Sell |
885
-102
| -10% | -$12.3K | ﹤0.01% | 983 |
|
|
2021
Q4 | $131K | Buy |
987
+1
| +0.1% | +$133 | ﹤0.01% | 933 |
|
|
2021
Q3 | $131K | Buy |
986
+1
| +0.1% | +$133 | ﹤0.01% | 886 |
|
|
2021
Q2 | $132K | Sell |
985
-1,882
| -66% | -$252K | ﹤0.01% | 833 |
|
|
2021
Q1 | $373K | Sell |
2,867
-2,344
| -45% | -$305K | 0.01% | 579 |
|
|
2020
Q4 | $720K | Buy |
5,211
+466
| +10% | +$64.4K | 0.02% | 399 |
|
|
2020
Q3 | $639K | Buy |
4,745
+3,856
| +434% | +$519K | 0.03% | 385 |
|
|
2020
Q2 | $120K | Hold |
889
| – | – | 0.01% | 659 |
|
|
2020
Q1 | $109K | Buy |
889
+365
| +70% | +$44.8K | 0.01% | 734 |
|
|
2019
Q4 | $67K | Buy |
+524
| New | +$67K | ﹤0.01% | 829 |
|
|
2018
Q4 | – | Sell |
-2,955
| Closed | -$339K | – | 957 |
|
|
2018
Q3 | $339K | Sell |
2,955
-176
| -6% | -$20.2K | 0.01% | 558 |
|
|
2018
Q2 | $359K | Hold |
3,131
| – | – | 0.02% | 546 |
|
|
2018
Q1 | $368K | Buy |
3,131
+1,375
| +78% | +$162K | 0.02% | 529 |
|
|
2017
Q4 | $213K | Buy |
1,756
+15
| +0.9% | +$1.82K | 0.01% | 570 |
|
|
2017
Q3 | $211K | Buy |
+1,741
| New | +$211K | 0.01% | 604 |
|
|
2017
Q1 | – | Sell |
-947
| Closed | -$110K | – | 888 |
|
|
2016
Q4 | $110K | Buy |
+947
| New | +$110K | 0.01% | 646 |
|
|
2015
Q1 | – | Sell |
-1,867
| Closed | -$223K | – | 516 |
|
|
2014
Q4 | $223K | Buy |
1,867
+61
| +3% | +$7.29K | 0.03% | 438 |
|
|
2014
Q3 | $214K | Hold |
1,806
| – | – | 0.03% | 412 |
|
|
2014
Q2 | $215K | Hold |
1,806
| – | – | 0.03% | 423 |
|
|
2014
Q1 | $211K | Hold |
1,806
| – | – | 0.03% | 400 |
|
|
2013
Q4 | $206K | Hold |
1,806
| – | – | 0.03% | 375 |
|
|
2013
Q3 | $205K | Hold |
1,806
| – | – | 0.04% | 367 |
|
|
2013
Q2 | $205K | Buy |
+1,806
| New | +$205K | 0.04% | 370 |
|