Heck Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.46M | Sell |
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2025
Q3 | $9.1M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $7.45M | Sell |
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|
2024
Q3 | $7.93M | Sell |
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|
2024
Q2 | $8.11M | Buy |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $42.5K | Hold |
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|
2023
Q1 | $42.5K | Buy |
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