HCA
LQDH icon

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 – 231
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 0.15% 77
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

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Bank of America
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LPL Financial
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LWL
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MML Investors Services
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SC
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIAS
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return