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Ishares U S Etf Tr Short Matur sht mat bd etf shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Ishares U S Etf Tr Short Matur sht mat bd etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr Short Matur sht mat bd etf 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 U S Etf Tr Short Matur sht mat bd etf by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.7M 191k 50.52
2023-09-30 $7.3M 147k 49.89
2023-06-30 $8.0M 161k 49.72
2023-03-31 $8.2M 165k 49.60
2022-12-31 $7.8M 158k 49.27
2022-09-30 $7.8M 158k 49.26
2022-06-30 $6.1M 123k 49.26
2022-03-31 $5.6M 113k 49.57
2021-12-31 $2.4M 49k 49.95
2021-09-30 $1.8M 35k 50.13
2021-06-30 $1.6M 31k 50.17
2021-03-31 $1.2M 25k 50.21
2020-12-31 $1.2M 24k 50.17
2020-09-30 $1.2M 24k 50.11
2020-06-30 $1.2M 25k 50.01
2020-03-31 $1.1M 25k 46.61
2019-12-31 $1.2M 23k 50.85
2019-09-30 $769k 15k 50.34
2019-06-30 $467k 9.1k 51.55
2019-03-31 $384k 7.6k 50.23
2018-12-31 $268k 5.4k 49.91

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding Ishares U S Etf Tr Short Matur sht mat bd etf

Bank of America Corporation
Wells Fargo & Company
Bsc Private Wealth Management
TAP Consulting
Raymond James Financial Services Advisors
UBS Group
Captrust Financial Advisors
Donaldson Capital Management
Branch Banking & Trust Company
CI Private Wealth
CWM
Richard P Slaughter Associates
Royal Bank of Canada
Cambridge Investment Research Advisors
San Luis Wealth Advisors

View all funds holding Ishares U S Etf Tr Short Matur sht mat bd etf