Number of Shares
160,795.00
Current Holdings Value*
$15.41 Mil
% of Portfolio
8.63%
Total Estimate Gain
$-428,415.99
% of Total Estimate Gain
-2.79%

Harborview Advisors, LLC's iShares Interest Rate Hedged Corporate Bond ETF Holding Summary

As of 2021-09-30, Harborview Advisors, LLC held 160,795.00 shares of iShares Interest Rate Hedged Corporate Bond ETF(LQDH), totaling $15.41 Mil. This investment constitutes 8.63% of their stock portfolio, and Harborview Advisors, LLC now holds 1.2% of the outstanding iShares Interest Rate Hedged Corporate Bond ETF(LQDH) stock.

The initial trade took place in 2021Q2. And since then Harborview Advisors, LLC has made 2 purchases of LQDH, at an average price of $95.53, for a total of 160,795.00 shares. Based on historical transaction data and LQDH's current price of $92.87, Harborview Advisors, LLC's estimated gain on his LQDH holdings is $-428,415.99, reflecting a -2.79% gain to date.

Harborview Advisors, LLC LQDH ($92.87) Holding Chart

Harborview Advisors, LLC LQDH ($92.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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