HCA
Heck Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
23,598
+2,736
| +13% | +$227K | 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% | -$845K | 0.08% | 99 |
|
|
2024
Q3 | $1.54M | Sell |
18,537
-819
| -4% | -$68.1K | 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% | +$10.4M | 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% | -$6.79M | 0.2% | 67 |
|
|
2023
Q1 | $8.05M | Sell |
98,026
-28,233
| -22% | -$2.32M | 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% | +$315K | 3.34% | 6 |
|
|
2022
Q2 | $16.2M | Buy |
+196,181
| New | +$16.2M | 3.27% | 7 |
|