Heck Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,819	Closed	-$852K	–	224
2026 Q1	$852K	Sell	7,819 -14,818	-65%	-$1.63M	0.06%	122
2025 Q4	$2.49M	Buy	22,637 +1,712	+8%	+$190K	0.19%	73
2025 Q3	$2.33M	Buy	+20,925	New	+$2.3M	0.18%	74
2025 Q1	–	Sell	-6,446	Closed	-$689K	–	250
2024 Q4	$689K	Buy	6,446 +3,139	+95%	+$343K	0.08%	97
2024 Q3	$374K	Buy	+3,307	New	+$366K	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%	+$34.2K	0.58%	44
2022 Q2	$3M	Buy	+27,261	New	+$3.08M	0.6%	47

Other funds holding LQD

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return