Gladstone Institutional Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
27,993
-4,905
| -15% | -$406K | 0.1% | 218 |
|
|
2025
Q1 | $2.72M | Buy |
32,898
+2,658
| +9% | +$220K | 0.13% | 178 |
|
|
2024
Q4 | $2.48M | Buy |
30,240
+26,176
| +644% | +$2.15M | 0.12% | 191 |
|
|
2024
Q3 | $338K | Buy |
+4,064
| New | +$338K | 0.02% | 543 |
|
|
2024
Q1 | – | Sell |
-2,721
| Closed | -$223K | – | 706 |
|
|
2023
Q4 | $223K | Buy |
2,721
+171
| +7% | +$14K | 0.01% | 602 |
|
|
2023
Q3 | $206K | Sell |
2,550
-1,771
| -41% | -$143K | 0.01% | 575 |
|
|
2023
Q2 | $350K | Sell |
4,321
-1,998
| -32% | -$162K | 0.02% | 479 |
|
|
2023
Q1 | $519K | Buy |
6,319
+3,167
| +100% | +$260K | 0.03% | 396 |
|
|
2022
Q4 | $256K | Buy |
3,152
+532
| +20% | +$43.2K | 0.02% | 545 |
|
|
2022
Q3 | $213K | Sell |
2,620
-4,283
| -62% | -$348K | 0.02% | 570 |
|
|
2022
Q2 | $572K | Buy |
6,903
+184
| +3% | +$15.2K | 0.05% | 382 |
|
|
2022
Q1 | $560K | Sell |
6,719
-948
| -12% | -$79K | 0.04% | 405 |
|
|
2021
Q4 | $656K | Sell |
7,667
-614
| -7% | -$52.5K | 0.05% | 324 |
|
|
2021
Q3 | $713K | Buy |
+8,281
| New | +$713K | 0.07% | 267 |
|