Gladstone Institutional Advisory’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,850	Closed	-$280K	–	706
2022 Q4	$280K	Sell	5,850 -18,739	-76%	-$892K	0.02%	513
2022 Q3	$1.17M	Buy	24,589 +5,204	+27%	+$252K	0.09%	245
2022 Q2	$939K	Buy	19,385 +36	+0.2%	+$1.75K	0.07%	283
2022 Q1	$955K	Buy	+19,349	New	+$970K	0.06%	300

Other funds holding SLQD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's SLQD Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2023, closing a stake of 5,850 shares — an estimated $280K sold.

Gladstone Institutional Advisory first reported a position in SLQD in Q1 2022 and held it in 4 quarters. The position peaked at $1.17M in Q3 2022. 232 funds tracked by Wall St. Rank hold SLQD as of Q1 2023.

Gladstone Institutional Advisory reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,850 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $280K.
Gladstone Institutional Advisory first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Gladstone Institutional Advisory's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.17M in Q3 2022.
232 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.