Heck Capital Advisors’s VanEck Moody's Analytics BBB Corporate Bond ETF MBBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-61,221	Closed	-$1.3M	–	561
2024 Q4	$1.3M	Buy	+61,221	New	+$1.32M	0.06%	126

Other funds holding MBBB

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MMM

Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

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

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

Heck Capital Advisors's MBBB Position: Q1 2025 in Review

Heck Capital Advisors sold out of VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) in Q1 2025, closing a stake of 61,221 shares — an estimated $1.3M sold.

Heck Capital Advisors first reported a position in MBBB in Q4 2024 and held it in 1 quarter. The position peaked at $1.3M in Q4 2024. 5 funds tracked by Wall St. Rank hold MBBB as of Q1 2025.

Heck Capital Advisors reported no remaining VanEck Moody's Analytics BBB Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 61,221 VanEck Moody's Analytics BBB Corporate Bond ETF shares in Q1 2025, an estimated $1.3M.
Heck Capital Advisors first reported a position in VanEck Moody's Analytics BBB Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's VanEck Moody's Analytics BBB Corporate Bond ETF position peaked at $1.3M in Q4 2024.
5 funds tracked by Wall St. Rank held VanEck Moody's Analytics BBB Corporate Bond ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.