HCA
Heck Capital Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$876K | 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% | -$730K | 1.3% | 19 |
|
|
2024
Q2 | $12M | Buy |
119,373
+8,274
| +7% | +$833K | 1.49% | 17 |
|
|
2024
Q1 | $11.2M | Buy |
111,099
+3,104
| +3% | +$313K | 1.71% | 18 |
|
|
2023
Q4 | $10.8M | Buy |
107,995
+59,776
| +124% | +$5.99M | 1.77% | 17 |
|
|
2023
Q3 | $4.85M | Buy |
+48,219
| New | +$4.85M | 0.9% | 33 |
|