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

Harborview Advisors’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
2018
Q1 		– Sell
-6,210
Closed -$312K – 74
2017
Q4 		$312K Buy
+6,210
New +$313K 0.3% 47

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Harborview Advisors's SLQD Position: Q1 2018 in Review

Harborview Advisors sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q1 2018, closing a stake of 6,210 shares — an estimated $312K sold.

Harborview Advisors first reported a position in SLQD in Q4 2017 and held it in 1 quarter. The position peaked at $312K in Q4 2017. 89 funds tracked by Wall St. Rank hold SLQD as of Q1 2018.

  • Harborview Advisors reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Harborview Advisors sold 6,210 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $312K.
  • Harborview Advisors first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Harborview Advisors's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $312K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q1 2018.

Based on Harborview Advisors's 13F filing for Q1 2018, filed 9 May 2018.