Heck Capital Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-336
| Closed | -$35K | – | 241 |
|
|
2024
Q4 | $35K | Sell |
336
-10
| -3% | -$1.05K | ﹤0.01% | 165 |
|
|
2024
Q3 | $37.1K | Buy |
346
+3
| +0.9% | +$318 | ﹤0.01% | 166 |
|
|
2024
Q2 | $35.6K | Buy |
343
+3
| +0.9% | +$309 | ﹤0.01% | 163 |
|
|
2024
Q1 | $35.4K | Buy |
340
+2
| +0.6% | +$208 | 0.01% | 161 |
|
|
2023
Q4 | $35.5K | Buy |
338
+3
| +0.9% | +$307 | 0.01% | 155 |
|
|
2023
Q3 | $33.9K | Buy |
335
+2
| +0.6% | +$205 | 0.01% | 152 |
|
|
2023
Q2 | $34.3K | Buy |
333
+3
| +0.9% | +$312 | 0.01% | 144 |
|
|
2023
Q1 | $34.5K | Buy |
330
+7
| +2% | +$725 | 0.01% | 132 |
|
|
2022
Q4 | $33.1K | Sell |
323
-42,154
| -99% | -$4.31M | 0.01% | 132 |
|
|
2022
Q3 | $4.32M | Buy |
42,477
+690
| +2% | +$72.4K | 0.89% | 33 |
|
|
2022
Q2 | $4.41M | Sell |
41,787
-754
| -2% | -$80K | 0.89% | 34 |
|
|
2022
Q1 | $4.62M | Buy |
42,541
+242
| +0.6% | +$26.9K | 0.83% | 30 |
|
|
2021
Q4 | $4.81M | Buy |
42,299
+1,680
| +4% | +$192K | 0.87% | 30 |
|
|
2021
Q3 | $4.68M | Buy |
40,619
+489
| +1% | +$56.7K | 0.93% | 29 |
|
|
2021
Q2 | $4.64M | Buy |
40,130
+1,053
| +3% | +$122K | 0.92% | 29 |
|
|
2021
Q1 | $4.49M | Sell |
39,077
-31,280
| -44% | -$3.64M | 0.99% | 25 |
|
|
2020
Q4 | $8.28M | Sell |
70,357
-6,566
| -9% | -$771K | 2.02% | 14 |
|
|
2020
Q3 | $9.06M | Buy |
76,923
+2,781
| +4% | +$328K | 2.53% | 13 |
|
|
2020
Q2 | $8.73M | Buy |
74,142
+8,428
| +13% | +$983K | 1.84% | 15 |
|
|
2020
Q1 | $7.54M | Sell |
65,714
-7
| -0% | -$797 | 2.17% | 14 |
|
|
2019
Q4 | $7.4M | Buy |
65,721
+3,494
| +6% | +$395K | 1.78% | 16 |
|
|
2019
Q3 | $7.05M | Buy |
62,227
+3,362
| +6% | +$379K | 2.17% | 17 |
|
|
2019
Q2 | $6.61M | Buy |
58,865
+4,549
| +8% | +$503K | 1.77% | 18 |
|
|
2019
Q1 | $5.99M | Buy |
54,316
+3,018
| +6% | +$329K | 1.79% | 16 |
|
|
2018
Q4 | $5.55M | Buy |
51,298
+333
| +0.7% | +$35.7K | 2.04% | 16 |
|
|
2018
Q3 | $5.47M | Buy |
50,965
+226
| +0.4% | +$24.3K | 1.81% | 16 |
|
|
2018
Q2 | $5.47M | Sell |
50,739
-1,860
| -4% | -$200K | 1.99% | 15 |
|
|
2018
Q1 | $5.7M | Buy |
52,599
+1,434
| +3% | +$156K | 2.52% | 13 |
|
|
2017
Q4 | $5.62M | Buy |
51,165
+8,541
| +20% | +$942K | 2.73% | 12 |
|
|
2017
Q3 | $4.73M | Buy |
42,624
+6,610
| +18% | +$734K | 2.52% | 12 |
|
|
2017
Q2 | $3.99M | Buy |
36,014
+1,746
| +5% | +$193K | 2.31% | 11 |
|
|
2017
Q1 | $3.78M | Buy |
34,268
+8,768
| +34% | +$964K | 2.33% | 12 |
|
|
2016
Q4 | $2.8M | Buy |
+25,500
| New | +$2.83M | 2.04% | 14 |
|
Other funds holding GVI
EB
FCI
GAB
UB
Heck Capital Advisors's GVI Position: Q1 2025 in Review
Heck Capital Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 336 shares — an estimated $35K sold.
Heck Capital Advisors first reported a position in GVI in Q4 2016 and held it in 33 quarters. The position peaked at $9.06M in Q3 2020. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.
- Heck Capital Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
- Heck Capital Advisors sold 336 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $35K.
- Heck Capital Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2016 and held it in 33 quarters.
- Heck Capital Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $9.06M in Q3 2020.
- 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.
Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.