Highland Financial Advisors’s iShares ESG Advanced Investment Grade Corporate Bond ETF ELQD Stock Holding History

Highland Financial Advisors’s Portfolio ELQD Stock Details ELQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,534	Closed	-$208K	–	56
2024 Q1	$208K	Sell	2,534 -306	-11%	-$25K	0.08%	54
2023 Q4	$236K	Buy	2,840 +3	+0.1%	+$235	0.1%	52
2023 Q3	$217K	Buy	2,837 +13	+0.5%	+$1.03K	0.11%	40
2023 Q2	$229K	Buy	+2,824	New	+$229K	0.12%	40

Other funds holding ELQD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FCG

Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

Highland Financial Advisors's ELQD Position: Q2 2024 in Review

Highland Financial Advisors sold out of iShares ESG Advanced Investment Grade Corporate Bond ETF (ELQD) in Q2 2024, closing a stake of 2,534 shares — an estimated $208K sold.

Highland Financial Advisors first reported a position in ELQD in Q2 2023 and held it in 4 quarters. The position peaked at $236K in Q4 2023. 5 funds tracked by Wall St. Rank hold ELQD as of Q2 2024.

Highland Financial Advisors reported no remaining iShares ESG Advanced Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Highland Financial Advisors sold 2,534 iShares ESG Advanced Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $208K.
Highland Financial Advisors first reported a position in iShares ESG Advanced Investment Grade Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
Highland Financial Advisors's iShares ESG Advanced Investment Grade Corporate Bond ETF position peaked at $236K in Q4 2023.
5 funds tracked by Wall St. Rank held iShares ESG Advanced Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Highland Financial Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.