Gladstone Institutional Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$275K Buy
+6,480
New +$275K 0.01% 767
2025
Q3
Sell
-4,726
Closed -$204K 818
2025
Q2
$204K Sell
4,726
-2,618
-36% -$111K 0.01% 717
2025
Q1
$312K Buy
+7,344
New +$315K 0.01% 577

Other funds holding SHYG

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

Gladstone Institutional Advisory opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 6,480 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in SHYG as recently as Q2 2025.

Gladstone Institutional Advisory first reported a position in SHYG in Q1 2025 and has held it in 3 quarters since. The position peaked at $312K in Q1 2025. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Gladstone Institutional Advisory held 6,480 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $275K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #767 holding.
  • Gladstone Institutional Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $312K in Q1 2025.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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