Heck Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.42M	Buy	114,688 +19,046	+20%	+$1.57M	0.56%	43
2026 Q1	$7.9M	Sell	95,642 -22,540	-19%	-$1.87M	0.59%	35
2025 Q4	$9.79M	Sell	118,182 -20,760	-15%	-$1.72M	0.73%	32
2025 Q3	$11.5M	Buy	138,942 +115,344	+489%	+$9.54M	0.89%	24
2025 Q2	$1.96M	Buy	23,598 +2,736	+13%	+$226K	0.17%	69
2025 Q1	$1.73M	Buy	20,862 +12,631	+153%	+$1.04M	0.19%	72
2024 Q4	$675K	Sell	8,231 -10,306	-56%	-$847K	0.08%	99
2024 Q3	$1.54M	Sell	18,537 -819	-4%	-$67.6K	0.18%	71
2024 Q2	$1.58M	Sell	19,356 -124,835	-87%	-$10.2M	0.2%	69
2024 Q1	$11.8M	Buy	144,191 +3,606	+3%	+$295K	1.8%	15
2023 Q4	$11.5M	Buy	140,585 +126,314	+885%	+$10.3M	1.88%	14
2023 Q3	$1.16M	Buy	14,271 +2	+0%	+$162	0.21%	72
2023 Q2	$1.16M	Sell	14,269 -83,757	-85%	-$6.85M	0.2%	67
2023 Q1	$8.05M	Sell	98,026 -28,233	-22%	-$2.3M	1.55%	23
2022 Q4	$10.2M	Sell	126,259 -73,795	-37%	-$5.99M	1.99%	16
2022 Q3	$16.2M	Buy	200,054 +3,873	+2%	+$319K	3.34%	6
2022 Q2	$16.2M	Buy	+196,181	New	+$16.3M	3.27%	7

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Heck Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q2 2026, buying an estimated $1.57M and bringing the position to 114,688 shares worth $9.42M. The position accounts for 0.56% of the portfolio, ranked #43.

Heck Capital Advisors first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.2M in Q3 2022. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Heck Capital Advisors held 114,688 shares of iShares 1-3 Year Treasury Bond ETF worth $9.42M as of Q2 2026.
Heck Capital Advisors bought 19,046 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.57M.
iShares 1-3 Year Treasury Bond ETF made up 0.56% of Heck Capital Advisors's portfolio in Q2 2026, its #43 holding.
Heck Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Heck Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $16.2M in Q3 2022.
581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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