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Ishares Tr iboxx hig yld ex shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Ishares Tr iboxx hig yld ex (HYXF) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Ishares Tr iboxx hig yld ex

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr iboxx hig yld ex held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr iboxx hig yld ex by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 4.6k 47.48
2025-06-30 $221k 4.6k 47.50
2025-03-31 $215k 4.6k 46.31
2024-12-31 $221k 4.8k 46.20

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Microsoft Corporation (MSFT)
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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding Ishares Tr iboxx hig yld ex

SigFig Wealth Management
Colorado Capital Management
UBS Group
Commonwealth Equity Services
Balanced Rock Investment Advisors
LPL Financial
Impact Investors
Assetmark
Advisor Group Holdings
Raymond James Financial
Harbour Investments
Cetera Investment Advisers
Seeds Investor
HighTower Advisors
Financial Network Wealth Management

View all funds holding Ishares Tr iboxx hig yld ex