Highland Investment Advisors LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	+13,387	New	+$1.1M	0.48%	29

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Highland Investment Advisors LLC opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 13,387 shares worth $1.1M. The stake represents 0.48% of the portfolio and ranks #29 among its holdings.

1,042 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Highland Investment Advisors LLC held 13,387 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.48% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #29 holding.
1,042 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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