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Highland Investment Advisors LLC’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Highland Investment Advisors LLC’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Buy
+503
New +$25.3K 0.01% 249

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Highland Investment Advisors LLC opened a new position in iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q2 2026: 503 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

214 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Highland Investment Advisors LLC held 503 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $25.3K as of Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #249 holding.
  • 214 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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