Heck Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81M	Sell	27,546 -263	-0.9%	-$27.1K	0.17%	79
2026 Q1	$2.88M	Buy	27,809 +2,641	+10%	+$272K	0.21%	70
2025 Q4	$2.58M	Sell	25,168 -78	-0.3%	-$8.03K	0.19%	71
2025 Q3	$2.61M	Buy	25,246 +320	+1%	+$33K	0.2%	69
2025 Q2	$2.57M	Buy	24,926 +392	+2%	+$40.2K	0.22%	65
2025 Q1	$2.54M	Sell	24,534 -233	-0.9%	-$23.7K	0.29%	62
2024 Q4	$2.49M	Buy	24,767 +53	+0.2%	+$5.34K	0.29%	58
2024 Q3	$2.5M	Sell	24,714 -323	-1%	-$32.4K	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%	-$50.7K	0.85%	38
2023 Q4	$5.57M	Sell	56,450 -9,026	-14%	-$879K	0.91%	36
2023 Q3	$6.35M	Sell	65,476 -39,393	-38%	-$3.83M	1.18%	29
2023 Q2	$10.2M	Sell	104,869 -1,407	-1%	-$138K	1.76%	18
2023 Q1	$10.5M	Sell	106,276 -5,854	-5%	-$572K	2.02%	15
2022 Q4	$10.9M	Buy	112,130 +6,711	+6%	+$652K	2.11%	15
2022 Q3	$10.1M	Buy	105,419 +1,613	+2%	+$162K	2.09%	14
2022 Q2	$10.5M	Buy	103,806 +91,961	+776%	+$9.49M	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%	+$24.1K	0.23%	57
2021 Q3	$1.23M	Buy	11,617 +80	+0.7%	+$8.49K	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%	-$81.9K	0.27%	52
2020 Q4	$1.29M	Sell	12,319 -2,259	-15%	-$234K	0.31%	43
2020 Q3	$1.52M	Buy	14,578 +201	+1%	+$20.8K	0.42%	34
2020 Q2	$1.47M	Sell	14,377 -12,406	-46%	-$1.26M	0.31%	33
2020 Q1	$2.68M	Sell	26,783 -17,961	-40%	-$1.81M	0.77%	22
2019 Q4	$4.51M	Sell	44,744 -46,132	-51%	-$4.63M	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%	+$986K	2.53%	14
2019 Q1	$8.36M	Sell	83,837 -798	-0.9%	-$78.9K	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	+$4.69M	2.08%	15

Other funds holding STIP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return