Ancora Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Ancora Advisors’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$666	–	1880
2023 Q4	$666	Buy	+13	New	+$634	﹤0.01%	1581
2022 Q3	–	Sell	-118	Closed	-$6K	–	2174
2022 Q2	$6K	Sell	118 -64	-35%	-$3.33K	﹤0.01%	1729
2022 Q1	$10K	Sell	182 -258	-59%	-$14.6K	﹤0.01%	1738
2021 Q4	$26K	Hold	440	–	–	﹤0.01%	1498
2021 Q3	$26K	Hold	440	–	–	﹤0.01%	1399
2021 Q2	$27K	Sell	440 -23	-5%	-$1.37K	﹤0.01%	1268
2021 Q1	$27K	Sell	463 -103	-18%	-$6.2K	﹤0.01%	1221
2020 Q4	$35K	Hold	566	–	–	﹤0.01%	958
2020 Q3	$34K	Hold	566	–	–	﹤0.01%	925
2020 Q2	$34K	Hold	566	–	–	﹤0.01%	899
2020 Q1	$32K	Buy	+566	New	+$32.9K	﹤0.01%	976

Other funds holding USIG

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ancora Advisors's USIG Position: Q1 2024 in Review

Ancora Advisors sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2024, closing a stake of 13 shares — an estimated $666 sold.

Ancora Advisors first reported a position in USIG in Q1 2020 and held it in 11 quarters. The position peaked at $35K in Q4 2020. 378 funds tracked by Wall St. Rank hold USIG as of Q1 2024.

Ancora Advisors reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Ancora Advisors sold 13 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $666.
Ancora Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Ancora Advisors's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $35K in Q4 2020.
378 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Ancora Advisors's 13F filing for Q1 2024, filed 16 May 2024.