HCA
IBTD

Heck Capital Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Heck Capital Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-84,714
Closed -$2.09M – 157
2022
Q4 		$2.09M Sell
84,714
-6,915
-8% -$171K 0.41% 53
2022
Q3 		$2.27M Buy
+91,629
New +$2.28M 0.47% 47

Other funds holding IBTD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heck Capital Advisors's IBTD Position: Q1 2023 in Review

Heck Capital Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q1 2023, closing a stake of 84,714 shares — an estimated $2.09M sold.

Heck Capital Advisors first reported a position in IBTD in Q3 2022 and held it in 2 quarters. The position peaked at $2.27M in Q3 2022. 212 funds tracked by Wall St. Rank hold IBTD as of Q1 2023.

  • Heck Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 84,714 iShares iBonds Dec 2023 Term Treasury ETF shares in Q1 2023, an estimated $2.09M.
  • Heck Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 2 quarters.
  • Heck Capital Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.27M in Q3 2022.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q1 2023.

Based on Heck Capital Advisors's 13F filing for Q1 2023, filed 19 May 2025.