Heck Capital Advisors, LLC
Position in AGRH — iShares Interest Rate Hedged U.S. Aggregate Bond ETF
CIK 2046227
Rhinelander, WI
Position in AGRH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$23,836,215
+$22,984,787 QoQ
Shares Held
433,828
+2479.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGRH Over Time
Shares Held
Position Value (USD)
All Filings in AGRH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $527,833 | 20,360 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $356,486 | 13,724 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $350,382 | 13,615 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $97,584 | 3,800 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||