GIA
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Gladstone Institutional Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Gladstone Institutional Advisory’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
2,376
+194
+9% +$21.4K 0.01% 781
2026
Q1 		$241K Sell
2,182
-124
-5% -$13.7K 0.01% 744
2025
Q4 		$254K Sell
2,306
-6
-0.3% -$662 0.01% 688
2025
Q3 		$255K Sell
2,312
-3,467
-60% -$382K 0.01% 695
2025
Q2 		$638K Buy
5,779
+577
+11% +$63.6K 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% +$59.3K 0.03% 431
2024
Q2 		$485K Buy
4,392
+478
+12% +$52.7K 0.03% 426
2024
Q1 		$433K Buy
3,914
+513
+15% +$56.6K 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% +$27.6K 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 +$633K 0.19% 110

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Gladstone Institutional Advisory's SHV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 8.9% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,376 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #781.

Gladstone Institutional Advisory first reported a position in SHV in Q2 2019 and has held it in 19 quarters since. The position peaked at $654K in Q4 2019. 254 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Gladstone Institutional Advisory held 2,376 shares of iShares 0-1 Year Treasury Bond ETF worth $262K as of Q2 2026.
  • Gladstone Institutional Advisory bought 194 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #781 holding.
  • Gladstone Institutional Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $654K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.