Heck Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,446
| Closed | -$689K | – | 250 |
|
|
2024
Q4 | $689K | Buy |
6,446
+3,139
| +95% | +$335K | 0.08% | 97 |
|
|
2024
Q3 | $374K | Buy |
+3,307
| New | +$374K | 0.04% | 118 |
|
|
2024
Q2 | – | Sell |
-1,775
| Closed | -$193K | – | 207 |
|
|
2024
Q1 | $193K | Buy |
+1,775
| New | +$193K | 0.03% | 138 |
|
|
2022
Q4 | – | Sell |
-27,571
| Closed | -$2.82M | – | 145 |
|
|
2022
Q3 | $2.82M | Buy |
27,571
+310
| +1% | +$31.8K | 0.58% | 44 |
|
|
2022
Q2 | $3M | Buy |
+27,261
| New | +$3M | 0.6% | 47 |
|