Gladstone Institutional Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $718K | Buy |
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|
2025
Q2 | $629K | Buy |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $642K | Sell |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $708K | Sell |
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|
2023
Q2 | $976K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $707K | Buy |
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|
2021
Q3 | $643K | Buy |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $998K | Buy |
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|
2020
Q1 | $596K | Sell |
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|
2019
Q4 | $641K | Sell |
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|
2019
Q3 | $691K | Buy |
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|
2019
Q2 | $430K | Buy |
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