HCA
Heck Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
24,926
+392
| +2% | +$40.3K | 0.22% | 65 |
|
|
2025
Q1 | $2.54M | Sell |
24,534
-233
| -0.9% | -$24.1K | 0.29% | 62 |
|
|
2024
Q4 | $2.49M | Buy |
24,767
+53
| +0.2% | +$5.33K | 0.29% | 58 |
|
|
2024
Q3 | $2.5M | Sell |
24,714
-323
| -1% | -$32.7K | 0.29% | 58 |
|
|
2024
Q2 | $2.49M | Sell |
25,037
-30,900
| -55% | -$3.07M | 0.31% | 60 |
|
|
2024
Q1 | $5.56M | Sell |
55,937
-513
| -0.9% | -$51K | 0.85% | 38 |
|
|
2023
Q4 | $5.57M | Sell |
56,450
-9,026
| -14% | -$890K | 0.91% | 36 |
|
|
2023
Q3 | $6.35M | Sell |
65,476
-39,393
| -38% | -$3.82M | 1.18% | 29 |
|
|
2023
Q2 | $10.2M | Sell |
104,869
-1,407
| -1% | -$137K | 1.76% | 18 |
|
|
2023
Q1 | $10.5M | Sell |
106,276
-5,854
| -5% | -$581K | 2.02% | 15 |
|
|
2022
Q4 | $10.9M | Buy |
112,130
+6,711
| +6% | +$651K | 2.11% | 15 |
|
|
2022
Q3 | $10.1M | Buy |
105,419
+1,613
| +2% | +$155K | 2.09% | 14 |
|
|
2022
Q2 | $10.5M | Buy |
103,806
+91,961
| +776% | +$9.33M | 2.12% | 13 |
|
|
2022
Q1 | $1.24M | Buy |
11,845
+1
| +0% | +$105 | 0.22% | 63 |
|
|
2021
Q4 | $1.25M | Buy |
11,844
+227
| +2% | +$24K | 0.23% | 57 |
|
|
2021
Q3 | $1.23M | Buy |
11,617
+80
| +0.7% | +$8.45K | 0.24% | 55 |
|
|
2021
Q2 | $1.23M | Sell |
11,537
-3
| -0% | -$319 | 0.24% | 57 |
|
|
2021
Q1 | $1.22M | Sell |
11,540
-779
| -6% | -$82.4K | 0.27% | 52 |
|
|
2020
Q4 | $1.29M | Sell |
12,319
-2,259
| -15% | -$236K | 0.31% | 43 |
|
|
2020
Q3 | $1.52M | Buy |
14,578
+201
| +1% | +$20.9K | 0.42% | 34 |
|
|
2020
Q2 | $1.47M | Sell |
14,377
-12,406
| -46% | -$1.27M | 0.31% | 33 |
|
|
2020
Q1 | $2.68M | Sell |
26,783
-17,961
| -40% | -$1.79M | 0.77% | 22 |
|
|
2019
Q4 | $4.51M | Sell |
44,744
-46,132
| -51% | -$4.65M | 1.08% | 21 |
|
|
2019
Q3 | $9.1M | Sell |
90,876
-2,814
| -3% | -$282K | 2.8% | 14 |
|
|
2019
Q2 | $9.42M | Buy |
93,690
+9,853
| +12% | +$991K | 2.53% | 14 |
|
|
2019
Q1 | $8.36M | Sell |
83,837
-798
| -0.9% | -$79.5K | 2.5% | 13 |
|
|
2018
Q4 | $8.3M | Sell |
84,635
-173
| -0.2% | -$17K | 3.05% | 13 |
|
|
2018
Q3 | $8.38M | Buy |
84,808
+15,196
| +22% | +$1.5M | 2.77% | 12 |
|
|
2018
Q2 | $6.94M | Buy |
69,612
+22,565
| +48% | +$2.25M | 2.53% | 14 |
|
|
2018
Q1 | $4.71M | Buy |
+47,047
| New | +$4.71M | 2.08% | 15 |
|