HCA
Heck Capital Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
110,725
+821
| +0.7% | +$90.7K | 1.05% | 20 |
|
|
2025
Q1 | $12.1M | Buy |
109,904
+42,261
| +62% | +$4.67M | 1.37% | 18 |
|
|
2024
Q4 | $7.45M | Sell |
67,643
-4,007
| -6% | -$441K | 0.85% | 31 |
|
|
2024
Q3 | $7.93M | Sell |
71,650
-1,742
| -2% | -$193K | 0.91% | 27 |
|
|
2024
Q2 | $8.11M | Buy |
73,392
+71,390
| +3,566% | +$7.89M | 1.01% | 29 |
|
|
2024
Q1 | $221K | Sell |
2,002
-425
| -18% | -$47K | 0.03% | 133 |
|
|
2023
Q4 | $267K | Buy |
2,427
+234
| +11% | +$25.8K | 0.04% | 122 |
|
|
2023
Q3 | $242K | Buy |
2,193
+1,808
| +470% | +$200K | 0.04% | 118 |
|
|
2023
Q2 | $42.5K | Hold |
385
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $42.5K | Buy |
+385
| New | +$42.5K | 0.01% | 130 |
|