Heck Capital Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.7M	Buy	1,741,058 +73,629	+4%	+$1.68M	2.37%	8
2026 Q1	$38.2M	Buy	1,667,429 +23,417	+1%	+$540K	2.83%	7
2025 Q4	$37.9M	Buy	1,644,012 +168,096	+11%	+$3.89M	2.82%	8
2025 Q3	$34.1M	Buy	1,475,916 +157,182	+12%	+$3.6M	2.64%	8
2025 Q2	$30.3M	Buy	1,318,734 +42,283	+3%	+$963K	2.61%	11
2025 Q1	$29.3M	Buy	1,276,451 +71,236	+6%	+$1.61M	3.3%	7
2024 Q4	$27.7M	Sell	1,205,215 -22,455	-2%	-$512K	3.18%	6
2024 Q3	$28.8M	Buy	1,227,670 +41,454	+3%	+$960K	3.32%	6
2024 Q2	$26.8M	Buy	1,186,216 +1,746	+0.1%	+$39.1K	3.33%	5
2024 Q1	$27M	Buy	1,184,470 +17,227	+1%	+$392K	4.11%	6
2023 Q4	$26.9M	Sell	1,167,243 -8,517	-0.7%	-$190K	4.39%	6
2023 Q3	$25.9M	Buy	1,175,760 +15,150	+1%	+$341K	4.8%	4
2023 Q2	$26.6M	Buy	1,160,610 +30,239	+3%	+$701K	4.58%	4
2023 Q1	$26.4M	Buy	1,130,371 +630,062	+126%	+$14.6M	5.07%	4
2022 Q4	$11.4M	Buy	+500,309	New	+$11.4M	2.2%	12

Other funds holding GOVT

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return