Heck Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Heck Capital Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,475	Closed	-$579K	–	153
2022 Q4	$579K	Hold	12,475	–	–	0.11%	80
2022 Q3	$575K	Hold	12,475	–	–	0.12%	79
2022 Q2	$591K	Buy	+12,475	New	+$595K	0.12%	78

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heck Capital Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2023, closing a stake of 12,475 shares — an estimated $579K sold.

Heck Capital Advisors first reported a position in ISTB in Q2 2022 and held it in 3 quarters. The position peaked at $591K in Q2 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q1 2023.

Heck Capital Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2023 after selling out during the quarter.
Heck Capital Advisors sold 12,475 iShares Core 1-5 Year USD Bond ETF shares in Q1 2023, an estimated $579K.
Heck Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 3 quarters.
Heck Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $591K in Q2 2022.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2023.

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