Highland Investment Advisors LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.9M	Buy	+162,201	New	+$17.9M	7.8%	4

Other funds holding SHV

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Highland Investment Advisors LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 162,201 shares worth $17.9M. The stake represents 7.8% of the portfolio and ranks #4 among its holdings.

610 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Highland Investment Advisors LLC held 162,201 shares of iShares 0-1 Year Treasury Bond ETF worth $17.9M as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 7.8% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #4 holding.
610 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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