HCA
Heck Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
34,720
+1,136
| +3% | +$135K | 0.36% | 52 |
|
|
2025
Q1 | $3.97M | Sell |
33,584
-9,892
| -23% | -$1.17M | 0.45% | 49 |
|
|
2024
Q4 | $5.02M | Sell |
43,476
-16,766
| -28% | -$1.94M | 0.58% | 44 |
|
|
2024
Q3 | $7.21M | Sell |
60,242
-13
| -0% | -$1.56K | 0.83% | 32 |
|
|
2024
Q2 | $6.96M | Buy |
60,255
+59,554
| +8,496% | +$6.88M | 0.87% | 32 |
|
|
2024
Q1 | $81.2K | Sell |
701
-141
| -17% | -$16.3K | 0.01% | 152 |
|
|
2023
Q4 | $98.6K | Sell |
842
-87
| -9% | -$10.2K | 0.02% | 142 |
|
|
2023
Q3 | $105K | Sell |
929
-4,232
| -82% | -$479K | 0.02% | 137 |
|
|
2023
Q2 | $595K | Sell |
5,161
-323
| -6% | -$37.2K | 0.1% | 83 |
|
|
2023
Q1 | $645K | Sell |
5,484
-493
| -8% | -$58K | 0.12% | 73 |
|
|
2022
Q4 | $687K | Sell |
5,977
-509
| -8% | -$58.5K | 0.13% | 74 |
|
|
2022
Q3 | $741K | Buy |
6,486
+5,164
| +391% | +$590K | 0.15% | 71 |
|
|
2022
Q2 | $158K | Buy |
+1,322
| New | +$158K | 0.03% | 119 |
|