Ancora Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$666 | – | 1833 |
|
|
2023
Q4 | $666 | Buy |
+13
| New | +$666 | ﹤0.01% | 1533 |
|
|
2022
Q3 | – | Sell |
-118
| Closed | -$6K | – | 2129 |
|
|
2022
Q2 | $6K | Sell |
118
-64
| -35% | -$3.25K | ﹤0.01% | 1678 |
|
|
2022
Q1 | $10K | Sell |
182
-258
| -59% | -$14.2K | ﹤0.01% | 1703 |
|
|
2021
Q4 | $26K | Hold |
440
| – | – | ﹤0.01% | 1484 |
|
|
2021
Q3 | $26K | Hold |
440
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q2 | $27K | Sell |
440
-23
| -5% | -$1.41K | ﹤0.01% | 1245 |
|
|
2021
Q1 | $27K | Sell |
463
-103
| -18% | -$6.01K | ﹤0.01% | 1192 |
|
|
2020
Q4 | $35K | Hold |
566
| – | – | ﹤0.01% | 937 |
|
|
2020
Q3 | $34K | Hold |
566
| – | – | ﹤0.01% | 897 |
|
|
2020
Q2 | $34K | Hold |
566
| – | – | ﹤0.01% | 873 |
|
|
2020
Q1 | $32K | Buy |
+566
| New | +$32K | ﹤0.01% | 935 |
|