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Harborview Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

Harborview Advisors’s Portfolio LQDH Stock Details LQDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$15.4M Buy
160,795
+10,269
+7% +$984K 8.63% 2
2021
Q2 		$14.5M Buy
150,526
+13,579
+10% +$1.3M 8.12% 2
2021
Q1 		$13.2M Buy
136,947
+25,742
+23% +$2.46M 7.99% 2
2020
Q4 		$10.6M Buy
111,205
+34,589
+45% +$3.24M 7.11% 2
2020
Q3 		$6.99M Buy
+76,616
New +$7M 5.34% 6

Other funds holding LQDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harborview Advisors's LQDH Position: Q3 2021 in Review

Harborview Advisors increased its iShares Interest Rate Hedged Corporate Bond ETF (LQDH) stake by 6.8% in Q3 2021, buying an estimated $984K and bringing the position to 160,795 shares worth $15.4M. The position accounts for 8.63% of the portfolio, ranked #2.

Harborview Advisors first reported a position in LQDH in Q3 2020 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold LQDH as of Q3 2021.

  • Harborview Advisors held 160,795 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $15.4M as of Q3 2021.
  • Harborview Advisors bought 10,269 iShares Interest Rate Hedged Corporate Bond ETF shares in Q3 2021, an estimated $984K.
  • iShares Interest Rate Hedged Corporate Bond ETF made up 8.63% of Harborview Advisors's portfolio in Q3 2021, its #2 holding.
  • Harborview Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2020 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.