HCA
Heck Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3M | Buy |
82,764
+2,897
| +4% | +$256K | 0.63% | 36 |
|
|
2025
Q1 | $7.27M | Buy |
79,867
+22,131
| +38% | +$2.01M | 0.82% | 33 |
|
|
2024
Q4 | $5.04M | Buy |
57,736
+2,140
| +4% | +$187K | 0.58% | 43 |
|
|
2024
Q3 | $5.45M | Sell |
55,596
-3,105
| -5% | -$305K | 0.63% | 42 |
|
|
2024
Q2 | $5.39M | Buy |
58,701
+146
| +0.2% | +$13.4K | 0.67% | 43 |
|
|
2024
Q1 | $5.54M | Buy |
58,555
+2,007
| +4% | +$190K | 0.85% | 39 |
|
|
2023
Q4 | $5.59M | Buy |
56,548
+28,578
| +102% | +$2.83M | 0.91% | 35 |
|
|
2023
Q3 | $2.48M | Buy |
+27,970
| New | +$2.48M | 0.46% | 52 |
|
|
2022
Q2 | – | Sell |
-23,932
| Closed | -$3.16M | – | 158 |
|
|
2022
Q1 | $3.16M | Buy |
+23,932
| New | +$3.16M | 0.57% | 42 |
|
|
2021
Q1 | – | Sell |
-12,805
| Closed | -$2.02M | – | 117 |
|
|
2020
Q4 | $2.02M | Buy |
+12,805
| New | +$2.02M | 0.49% | 38 |
|