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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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% +$2.83K 0.05% 108
2023
Q4
$350K Buy
13,615
+9,815
+258% +$253K 0.06% 108
2023
Q3
$97.6K Buy
+3,800
New +$97.6K 0.02% 139