HCA
Heck Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
129,694
+3,543
| +3% | +$339K | 1.07% | 19 |
|
|
2025
Q1 | $12M | Buy |
126,151
+23,422
| +23% | +$2.23M | 1.35% | 19 |
|
|
2024
Q4 | $9.5M | Buy |
102,729
+26,611
| +35% | +$2.46M | 1.09% | 24 |
|
|
2024
Q3 | $7.47M | Sell |
76,118
-44,809
| -37% | -$4.4M | 0.86% | 29 |
|
|
2024
Q2 | $11.3M | Sell |
120,927
-66,822
| -36% | -$6.26M | 1.41% | 19 |
|
|
2024
Q1 | $17.8M | Buy |
187,749
+92,528
| +97% | +$8.76M | 2.71% | 7 |
|
|
2023
Q4 | $9.18M | Buy |
95,221
+13,675
| +17% | +$1.32M | 1.5% | 22 |
|
|
2023
Q3 | $7.47M | Sell |
81,546
-82,554
| -50% | -$7.56M | 1.38% | 24 |
|
|
2023
Q2 | $15.9M | Buy |
164,100
+24,487
| +18% | +$2.37M | 2.73% | 8 |
|
|
2023
Q1 | $13.8M | Buy |
139,613
+33,564
| +32% | +$3.33M | 2.66% | 9 |
|
|
2022
Q4 | $10.2M | Buy |
106,049
+32,782
| +45% | +$3.14M | 1.97% | 17 |
|
|
2022
Q3 | $7.03M | Sell |
73,267
-3,941
| -5% | -$378K | 1.45% | 23 |
|
|
2022
Q2 | $7.9M | Buy |
+77,208
| New | +$7.9M | 1.59% | 17 |
|