Gladstone Institutional Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.07M | Sell |
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|
2025
Q2 | $2.32M | Sell |
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|
2025
Q1 | $2.72M | Buy |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $572K | Buy |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $713K | Buy |
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