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Heck Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Heck Capital Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25M Sell
27,695
-42,623
-61% -$5.02M 0.19% 74
2026
Q1 		$8.34M Sell
70,318
-3,078
-4% -$367K 0.62% 34
2025
Q4 		$8.76M Buy
73,396
+13,145
+22% +$1.57M 0.65% 35
2025
Q3 		$7.2M Buy
60,251
+25,531
+74% +$3.04M 0.56% 41
2025
Q2 		$4.13M Buy
34,720
+1,136
+3% +$134K 0.36% 52
2025
Q1 		$3.97M Sell
33,584
-9,892
-23% -$1.15M 0.45% 49
2024
Q4 		$5.02M Sell
43,476
-16,766
-28% -$1.96M 0.58% 44
2024
Q3 		$7.21M Sell
60,242
-13
-0% -$1.54K 0.83% 32
2024
Q2 		$6.96M Buy
60,255
+59,554
+8,496% +$6.83M 0.87% 32
2024
Q1 		$81.2K Sell
701
-141
-17% -$16.4K 0.01% 152
2023
Q4 		$98.6K Sell
842
-87
-9% -$9.93K 0.02% 142
2023
Q3 		$105K Sell
929
-4,232
-82% -$484K 0.02% 137
2023
Q2 		$595K Sell
5,161
-323
-6% -$37.8K 0.1% 83
2023
Q1 		$645K Sell
5,484
-493
-8% -$57.3K 0.12% 73
2022
Q4 		$687K Sell
5,977
-509
-8% -$58.4K 0.13% 74
2022
Q3 		$741K Buy
6,486
+5,164
+391% +$611K 0.15% 71
2022
Q2 		$158K Buy
+1,322
New +$158K 0.03% 119

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Heck Capital Advisors's IEI Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 61% in Q2 2026, selling an estimated $5.02M and leaving 27,695 shares worth $3.25M. The position accounts for 0.19% of the portfolio, ranked #74.

Heck Capital Advisors first reported a position in IEI in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.76M in Q4 2025. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Heck Capital Advisors held 27,695 shares of iShares 3-7 Year Treasury Bond ETF worth $3.25M as of Q2 2026.
  • Heck Capital Advisors sold 42,623 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.02M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.19% of Heck Capital Advisors's portfolio in Q2 2026, its #74 holding.
  • Heck Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Heck Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $8.76M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.