Gladstone Institutional Advisory’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
5,779
+577
| +11% | +$63.7K | 0.03% | 436 |
|
|
2025
Q1 | $575K | Buy |
5,202
+163
| +3% | +$18K | 0.03% | 435 |
|
|
2024
Q4 | $555K | Buy |
5,039
+110
| +2% | +$12.1K | 0.03% | 449 |
|
|
2024
Q3 | $545K | Buy |
4,929
+537
| +12% | +$59.4K | 0.03% | 431 |
|
|
2024
Q2 | $485K | Buy |
4,392
+478
| +12% | +$52.8K | 0.03% | 426 |
|
|
2024
Q1 | $433K | Buy |
3,914
+513
| +15% | +$56.7K | 0.02% | 450 |
|
|
2023
Q4 | $375K | Buy |
+3,401
| New | +$375K | 0.02% | 478 |
|
|
2022
Q1 | – | Sell |
-2,561
| Closed | -$283K | – | 751 |
|
|
2021
Q4 | $283K | Buy |
2,561
+429
| +20% | +$47.4K | 0.02% | 487 |
|
|
2021
Q3 | $236K | Buy |
2,132
+250
| +13% | +$27.7K | 0.02% | 480 |
|
|
2021
Q2 | $208K | Sell |
1,882
-132
| -7% | -$14.6K | 0.02% | 474 |
|
|
2021
Q1 | $223K | Buy |
+2,014
| New | +$223K | 0.03% | 370 |
|
|
2020
Q2 | – | Sell |
-4,512
| Closed | -$501K | – | 294 |
|
|
2020
Q1 | $501K | Sell |
4,512
-1,407
| -24% | -$156K | 0.13% | 141 |
|
|
2019
Q4 | $654K | Buy |
5,919
+429
| +8% | +$47.4K | 0.16% | 113 |
|
|
2019
Q3 | $607K | Sell |
5,490
-241
| -4% | -$26.6K | 0.15% | 116 |
|
|
2019
Q2 | $634K | Buy |
+5,731
| New | +$634K | 0.19% | 110 |
|