Highland Investment Advisors LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Highland Investment Advisors LLC’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.67K	Buy	+97	New	+$4.68K	﹤0.01%	424

Other funds holding ISTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highland Investment Advisors LLC's ISTB Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 97 shares worth $4.67K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

345 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Highland Investment Advisors LLC held 97 shares of iShares Core 1-5 Year USD Bond ETF worth $4.67K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #424 holding.
345 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.