Heck Capital Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,703
| Closed | -$2.56M | – | 231 |
|
|
2025
Q1 | $2.56M | Buy |
27,703
+13,179
| +91% | +$1.22M | 0.29% | 61 |
|
|
2024
Q4 | $1.35M | Buy |
14,524
+10,555
| +266% | +$979K | 0.15% | 77 |
|
|
2024
Q3 | $369K | Sell |
3,969
-3,443
| -46% | -$320K | 0.04% | 120 |
|
|
2024
Q2 | $689K | Buy |
7,412
+3,512
| +90% | +$326K | 0.09% | 93 |
|
|
2024
Q1 | $367K | Buy |
3,900
+52
| +1% | +$4.89K | 0.06% | 106 |
|
|
2023
Q4 | $358K | Buy |
3,848
+2,848
| +285% | +$265K | 0.06% | 107 |
|
|
2023
Q3 | $92.6K | Buy |
+1,000
| New | +$92.6K | 0.02% | 140 |
|