Gladstone Institutional Advisory’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,180	Closed	-$204K	–	859
2025 Q4	$204K	Sell	8,180 -701	-8%	-$17.6K	0.01%	755
2025 Q3	$221K	Sell	8,881 -300	-3%	-$7.34K	0.01%	733
2025 Q2	$228K	Sell	9,181 -3,824	-29%	-$94.2K	0.01%	675
2025 Q1	$328K	Buy	13,005 +4,178	+47%	+$107K	0.02%	565
2024 Q4	$226K	Buy	+8,827	New	+$229K	0.01%	648
2024 Q3	–	Sell	-8,591	Closed	-$219K	–	704
2024 Q2	$219K	Buy	8,591 +274	+3%	+$6.96K	0.01%	608
2024 Q1	$214K	Buy	+8,317	New	+$211K	0.01%	595
2023 Q3	–	Sell	-9,909	Closed	-$248K	–	645
2023 Q2	$248K	Sell	9,909 -1,367	-12%	-$34K	0.02%	554
2023 Q1	$282K	Sell	11,276 -168	-1%	-$4.2K	0.02%	538
2022 Q4	$280K	Sell	11,444 -194	-2%	-$4.72K	0.02%	512
2022 Q3	$279K	Buy	11,638 +2,142	+23%	+$55K	0.02%	515
2022 Q2	$244K	Sell	9,496 -1,758	-16%	-$46K	0.02%	556
2022 Q1	$310K	Buy	11,254 +1,888	+20%	+$54.4K	0.02%	539
2021 Q4	$281K	Buy	9,366 +868	+10%	+$25.9K	0.02%	490
2021 Q3	$255K	Sell	8,498 -696	-8%	-$21.1K	0.02%	466
2021 Q2	$280K	Buy	+9,194	New	+$276K	0.03%	417