Heck Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.61M	Sell	35,829 -5,772	-14%	-$580K	0.22%	70
2026 Q1	$4.19M	Sell	41,601 -15,816	-28%	-$1.59M	0.31%	59
2025 Q4	$5.76M	Sell	57,417 -24,889	-30%	-$2.5M	0.43%	48
2025 Q3	$8.29M	Sell	82,306 -32,209	-28%	-$3.24M	0.64%	38
2025 Q2	$11.5M	Buy	114,515 +22,085	+24%	+$2.22M	0.99%	24
2025 Q1	$9.3M	Sell	92,430 -8,703	-9%	-$875K	1.05%	25
2024 Q4	$10.1M	Sell	101,133 -10,988	-10%	-$1.1M	1.16%	23
2024 Q3	$11.3M	Sell	112,121 -7,252	-6%	-$729K	1.3%	19
2024 Q2	$12M	Buy	119,373 +8,274	+7%	+$832K	1.49%	17
2024 Q1	$11.2M	Buy	111,099 +3,104	+3%	+$312K	1.71%	18
2023 Q4	$10.8M	Buy	107,995 +59,776	+124%	+$6M	1.77%	17
2023 Q3	$4.85M	Buy	+48,219	New	+$4.84M	0.9%	33

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 14% in Q2 2026, selling an estimated $580K and leaving 35,829 shares worth $3.61M. The position accounts for 0.22% of the portfolio, ranked #70.

Heck Capital Advisors first reported a position in SGOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $12M in Q2 2024. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Heck Capital Advisors held 35,829 shares of iShares 0-3 Month Treasury Bond ETF worth $3.61M as of Q2 2026.
Heck Capital Advisors sold 5,772 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $580K.
iShares 0-3 Month Treasury Bond ETF made up 0.22% of Heck Capital Advisors's portfolio in Q2 2026, its #70 holding.
Heck Capital Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Heck Capital Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $12M in Q2 2024.
628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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