Gladstone Institutional Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$923K	Buy	8,466 +996	+13%	+$110K	0.03%	387
2025 Q4	$823K	Buy	7,470 +1,027	+16%	+$114K	0.03%	408
2025 Q3	$718K	Buy	6,443 +702	+12%	+$77.2K	0.03%	431
2025 Q2	$629K	Buy	5,741 +971	+20%	+$104K	0.03%	438
2025 Q1	$518K	Hold	4,770	–	–	0.02%	458
2024 Q4	$510K	Sell	4,770 -914	-16%	-$100K	0.02%	469
2024 Q3	$642K	Sell	5,684 -47	-0.8%	-$5.2K	0.03%	394
2024 Q2	$614K	Sell	5,731 -676	-11%	-$72.1K	0.03%	383
2024 Q1	$698K	Sell	6,407 -853	-12%	-$92.7K	0.04%	352
2023 Q4	$803K	Buy	7,260 +318	+5%	+$33.1K	0.05%	326
2023 Q3	$708K	Sell	6,942 -2,088	-23%	-$220K	0.05%	332
2023 Q2	$976K	Sell	9,030 -406	-4%	-$43.9K	0.06%	283
2023 Q1	$1.03M	Sell	9,436 -2,943	-24%	-$319K	0.07%	277
2022 Q4	$1.31M	Sell	12,379 -295	-2%	-$30.9K	0.09%	246
2022 Q3	$1.3M	Sell	12,674 -6,343	-33%	-$699K	0.1%	233
2022 Q2	$2.09M	Sell	19,017 -15,418	-45%	-$1.74M	0.17%	157
2022 Q1	$4.17M	Buy	34,435 +29,103	+546%	+$3.63M	0.28%	93
2021 Q4	$707K	Buy	5,332 +500	+10%	+$66.5K	0.05%	313
2021 Q3	$643K	Buy	4,832 +223	+5%	+$30.1K	0.06%	276
2021 Q2	$619K	Buy	4,609 +425	+10%	+$56K	0.07%	260
2021 Q1	$544K	Sell	4,184 -8,292	-66%	-$1.1M	0.08%	225
2020 Q4	$1.72M	Buy	12,476 +3,451	+38%	+$470K	0.34%	69
2020 Q3	$1.22M	Buy	9,025 +1,606	+22%	+$219K	0.29%	75
2020 Q2	$998K	Buy	7,419 +2,593	+54%	+$337K	0.25%	85
2020 Q1	$596K	Sell	4,826 -183	-4%	-$23.3K	0.15%	129
2019 Q4	$641K	Sell	5,009 -411	-8%	-$52.3K	0.16%	115
2019 Q3	$691K	Buy	5,420 +1,960	+57%	+$247K	0.18%	106
2019 Q2	$430K	Buy	+3,460	New	+$416K	0.13%	162

Other funds holding LQD

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Gladstone Institutional Advisory's LQD Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q1 2026, buying an estimated $110K and bringing the position to 8,466 shares worth $923K. The position accounts for 0.03% of the portfolio, ranked #387.

Gladstone Institutional Advisory first reported a position in LQD in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.17M in Q1 2022. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Gladstone Institutional Advisory held 8,466 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $923K as of Q1 2026.
Gladstone Institutional Advisory bought 996 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $110K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #387 holding.
Gladstone Institutional Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
Gladstone Institutional Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.17M in Q1 2022.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.