Heck Capital Advisors’s iShares Interest Rate Hedged US Aggregate Bond ETF AGRH Stock Holding History

Heck Capital Advisors’s Portfolio AGRH Stock Details AGRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20,360	Closed	-$528K	–	200
2024 Q2	$528K	Buy	20,360 +6,636	+48%	+$172K	0.07%	102
2024 Q1	$356K	Buy	13,724 +109	+0.8%	+$2.82K	0.05%	108
2023 Q4	$350K	Buy	13,615 +9,815	+258%	+$252K	0.06%	108
2023 Q3	$97.6K	Buy	+3,800	New	+$97.5K	0.02%	139

Other funds holding AGRH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heck Capital Advisors's AGRH Position: Q3 2024 in Review

Heck Capital Advisors sold out of iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) in Q3 2024, closing a stake of 20,360 shares — an estimated $528K sold.

Heck Capital Advisors first reported a position in AGRH in Q3 2023 and held it in 4 quarters. The position peaked at $528K in Q2 2024. 4 funds tracked by Wall St. Rank hold AGRH as of Q3 2024.

Heck Capital Advisors reported no remaining iShares Interest Rate Hedged US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Heck Capital Advisors sold 20,360 iShares Interest Rate Hedged US Aggregate Bond ETF shares in Q3 2024, an estimated $528K.
Heck Capital Advisors first reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF in Q3 2023 and held it in 4 quarters.
Heck Capital Advisors's iShares Interest Rate Hedged US Aggregate Bond ETF position peaked at $528K in Q2 2024.
4 funds tracked by Wall St. Rank held iShares Interest Rate Hedged US Aggregate Bond ETF as of Q3 2024.

Based on Heck Capital Advisors's 13F filing for Q3 2024, filed 19 May 2025.