Gladstone Institutional Advisory’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Gladstone Institutional Advisory’s Portfolio SHYL Stock Details SHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$610K	Buy	13,739 +2,914	+27%	+$130K	0.02%	532
2026 Q1	$481K	Buy	+10,825	New	+$484K	0.02%	545
2025 Q2	–	Sell	-4,999	Closed	-$223K	–	783
2025 Q1	$223K	Sell	4,999 -8,067	-62%	-$363K	0.01%	663
2024 Q4	$585K	Buy	13,066 +137	+1%	+$6.18K	0.03%	434
2024 Q3	$590K	Buy	12,929 +5,950	+85%	+$266K	0.03%	410
2024 Q2	$308K	Buy	+6,979	New	+$307K	0.02%	536

Other funds holding SHYL

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 27% in Q2 2026, buying an estimated $130K and bringing the position to 13,739 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #532.

Gladstone Institutional Advisory first reported a position in SHYL in Q2 2024 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold SHYL as of Q2 2026.

Gladstone Institutional Advisory held 13,739 shares of Xtrackers Short Duration High Yield Bond ETF worth $610K as of Q2 2026.
Gladstone Institutional Advisory bought 2,914 Xtrackers Short Duration High Yield Bond ETF shares in Q2 2026, an estimated $130K.
Xtrackers Short Duration High Yield Bond ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #532 holding.
Gladstone Institutional Advisory first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q2 2024 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q2 2026.

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