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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,850
Closed -$280K 706
2022
Q4
$280K Sell
5,850
-18,739
-76% -$897K 0.02% 513
2022
Q3
$1.17M Buy
24,589
+5,204
+27% +$247K 0.09% 245
2022
Q2
$939K Buy
19,385
+36
+0.2% +$1.74K 0.07% 283
2022
Q1
$955K Buy
+19,349
New +$955K 0.06% 300