Gladstone Institutional Advisory’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
24,003
+595
| +3% | +$22.3K | 0.04% | 363 |
|
|
2025
Q1 | $862K | Buy |
23,408
+62
| +0.3% | +$2.28K | 0.04% | 360 |
|
|
2024
Q4 | $859K | Buy |
+23,346
| New | +$859K | 0.04% | 353 |
|
|
2020
Q2 | – | Sell |
-13,814
| Closed | -$491K | – | 300 |
|
|
2020
Q1 | $491K | Sell |
13,814
-431
| -3% | -$15.3K | 0.13% | 144 |
|
|
2019
Q4 | $585K | Sell |
14,245
-353
| -2% | -$14.5K | 0.14% | 123 |
|
|
2019
Q3 | $598K | Buy |
+14,598
| New | +$598K | 0.15% | 118 |
|