Gladstone Institutional Advisory’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
15,518
+1,834
| +13% | +$84.8K | 0.03% | 409 |
|
|
2025
Q1 | $631K | Sell |
13,684
-110
| -0.8% | -$5.07K | 0.03% | 415 |
|
|
2024
Q4 | $624K | Sell |
13,794
-5,022
| -27% | -$227K | 0.03% | 412 |
|
|
2024
Q3 | $887K | Sell |
18,816
-3,312
| -15% | -$156K | 0.04% | 341 |
|
|
2024
Q2 | $1M | Sell |
22,128
-6,286
| -22% | -$284K | 0.05% | 302 |
|
|
2024
Q1 | $1.3M | Sell |
28,414
-3,406
| -11% | -$155K | 0.07% | 269 |
|
|
2023
Q4 | $1.47M | Buy |
31,820
+6,907
| +28% | +$318K | 0.08% | 238 |
|
|
2023
Q3 | $1.09M | Buy |
24,913
+10,034
| +67% | +$439K | 0.07% | 256 |
|
|
2023
Q2 | $677K | Sell |
14,879
-2,760
| -16% | -$125K | 0.04% | 345 |
|
|
2023
Q1 | $814K | Sell |
17,639
-240
| -1% | -$11.1K | 0.05% | 325 |
|
|
2022
Q4 | $803K | Sell |
17,879
-2,391
| -12% | -$107K | 0.06% | 316 |
|
|
2022
Q3 | $902K | Buy |
20,270
+8,953
| +79% | +$398K | 0.07% | 290 |
|
|
2022
Q2 | $530K | Buy |
11,317
+3,262
| +40% | +$153K | 0.04% | 396 |
|
|
2022
Q1 | $400K | Buy |
+8,055
| New | +$400K | 0.03% | 476 |
|
|
2020
Q2 | – | Sell |
-26,987
| Closed | -$1.42M | – | 276 |
|
|
2020
Q1 | $1.42M | Buy |
+26,987
| New | +$1.42M | 0.37% | 61 |
|