HCA
SHV icon

Heck Capital Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Heck Capital Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Sell
38,051
-3,139
-8% -$346K 0.25% 68
2026
Q1 		$4.55M Sell
41,190
-17,446
-30% -$1.92M 0.34% 56
2025
Q4 		$6.46M Sell
58,636
-23,749
-29% -$2.62M 0.48% 43
2025
Q3 		$9.1M Sell
82,385
-28,340
-26% -$3.13M 0.7% 32
2025
Q2 		$12.2M Buy
110,725
+821
+0.7% +$90.5K 1.05% 20
2025
Q1 		$12.1M Buy
109,904
+42,261
+62% +$4.66M 1.37% 18
2024
Q4 		$7.45M Sell
67,643
-4,007
-6% -$442K 0.85% 31
2024
Q3 		$7.93M Sell
71,650
-1,742
-2% -$192K 0.91% 27
2024
Q2 		$8.11M Buy
73,392
+71,390
+3,566% +$7.87M 1.01% 29
2024
Q1 		$221K Sell
2,002
-425
-18% -$46.9K 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% +$199K 0.04% 118
2023
Q2 		$42.5K Hold
385
– – 0.01% 143
2023
Q1 		$42.5K Buy
+385
New +$42.4K 0.01% 130

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

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

Heck Capital Advisors reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.6% in Q2 2026, selling an estimated $346K and leaving 38,051 shares worth $4.2M. The position accounts for 0.25% of the portfolio, ranked #68.

Heck Capital Advisors first reported a position in SHV in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2M in Q2 2025. 334 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Heck Capital Advisors held 38,051 shares of iShares 0-1 Year Treasury Bond ETF worth $4.2M as of Q2 2026.
  • Heck Capital Advisors sold 3,139 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $346K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.25% of Heck Capital Advisors's portfolio in Q2 2026, its #68 holding.
  • Heck Capital Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Heck Capital Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $12.2M in Q2 2025.
  • 334 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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