Heck Capital Advisors’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27,703	Closed	-$2.56M	–	230
2025 Q1	$2.56M	Buy	27,703 +13,179	+91%	+$1.23M	0.29%	61
2024 Q4	$1.35M	Buy	14,524 +10,555	+266%	+$983K	0.06%	120
2024 Q3	$369K	Sell	3,969 -3,443	-46%	-$318K	0.04%	120
2024 Q2	$689K	Buy	7,412 +3,512	+90%	+$329K	0.09%	93
2024 Q1	$367K	Buy	3,900 +52	+1%	+$4.87K	0.06%	106
2023 Q4	$358K	Buy	3,848 +2,848	+285%	+$264K	0.06%	107
2023 Q3	$92.5K	Buy	+1,000	New	+$92.8K	0.02%	140

Other funds holding LQDH

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Heck Capital Advisors's LQDH Position: Q2 2025 in Review

Heck Capital Advisors sold out of iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2025, closing a stake of 27,703 shares — an estimated $2.56M sold.

Heck Capital Advisors first reported a position in LQDH in Q3 2023 and held it in 7 quarters. The position peaked at $2.56M in Q1 2025. 104 funds tracked by Wall St. Rank hold LQDH as of Q2 2025.

Heck Capital Advisors reported no remaining iShares Interest Rate Hedged Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 27,703 iShares Interest Rate Hedged Corporate Bond ETF shares in Q2 2025, an estimated $2.56M.
Heck Capital Advisors first reported a position in iShares Interest Rate Hedged Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Heck Capital Advisors's iShares Interest Rate Hedged Corporate Bond ETF position peaked at $2.56M in Q1 2025.
104 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.