Gladstone Institutional Advisory’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Gladstone Institutional Advisory’s Portfolio IG Stock Details IG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	9,730 +14	+0.1%	+$289	0.01%	866
2026 Q1	$201K	Buy	9,716 +8	+0.1%	+$167	0.01%	798
2025 Q4	$203K	Buy	+9,708	New	+$204K	0.01%	760
2025 Q3	–	Sell	-11,950	Closed	-$249K	–	802
2025 Q2	$249K	Buy	+11,950	New	+$244K	0.01%	647

Other funds holding IG

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Gladstone Institutional Advisory's IG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Principal Investment Grade Corporate Active ETF (IG) stake by 0.14% in Q2 2026, buying an estimated $289 and bringing the position to 9,730 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #866.

Gladstone Institutional Advisory first reported a position in IG in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q2 2025. 3 funds tracked by Wall St. Rank hold IG as of Q2 2026.

Gladstone Institutional Advisory held 9,730 shares of Principal Investment Grade Corporate Active ETF worth $201K as of Q2 2026.
Gladstone Institutional Advisory bought 14 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $289.
Principal Investment Grade Corporate Active ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #866 holding.
Gladstone Institutional Advisory first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2025 and has held it in 4 quarters since.
Gladstone Institutional Advisory's Principal Investment Grade Corporate Active ETF position peaked at $249K in Q2 2025.
3 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.