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	–	552
2024 Q4	$689K	Buy	6,446 +3,139	+95%	+$343K	0.03%	160
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Heck Capital Advisors's LQD Position: Q2 2026 in Review

Heck Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 7,819 shares — an estimated $852K sold.

Heck Capital Advisors first reported a position in LQD in Q2 2022 and held it in 8 quarters. The position peaked at $3M in Q2 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Heck Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Heck Capital Advisors sold 7,819 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $852K.
Heck Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Heck Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3M in Q2 2022.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.