Gladstone Institutional Advisory’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Sell |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $545K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $501K | Sell |
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|
2019
Q4 | $654K | Buy |
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|
2019
Q3 | $607K | Sell |
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|
2019
Q2 | $634K | Buy |
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