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Gladstone Institutional Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gladstone Institutional Advisory’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.2M Buy
26,648
+1,114
+4% +$92.2K 0.08% 251
2025
Q4 		$2.11M Buy
25,534
+589
+2% +$48.8K 0.08% 241
2025
Q3 		$2.07M Sell
24,945
-3,048
-11% -$252K 0.08% 239
2025
Q2 		$2.32M Sell
27,993
-4,905
-15% -$405K 0.1% 218
2025
Q1 		$2.72M Buy
32,898
+2,658
+9% +$219K 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 +$335K 0.02% 543
2024
Q1 		– Sell
-2,721
Closed -$223K – 706
2023
Q4 		$223K Buy
2,721
+171
+7% +$13.9K 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% -$163K 0.02% 479
2023
Q1 		$519K Buy
6,319
+3,167
+100% +$258K 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% -$352K 0.02% 570
2022
Q2 		$572K Buy
6,903
+184
+3% +$15.3K 0.05% 382
2022
Q1 		$560K Sell
6,719
-948
-12% -$80.1K 0.04% 405
2021
Q4 		$656K Sell
7,667
-614
-7% -$52.7K 0.05% 324
2021
Q3 		$713K Buy
+8,281
New +$714K 0.07% 267

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gladstone Institutional Advisory's SHY Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q1 2026, buying an estimated $92.2K and bringing the position to 26,648 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #251.

Gladstone Institutional Advisory first reported a position in SHY in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.72M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Gladstone Institutional Advisory held 26,648 shares of iShares 1-3 Year Treasury Bond ETF worth $2.2M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,114 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $92.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #251 holding.
  • Gladstone Institutional Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $2.72M in Q1 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.