Number of Shares
1.28 Mil
Current Holdings Value*
$29.34 Mil
% of Portfolio
3.3%
Total Estimate Gain
$-150,305.79
% of Total Estimate Gain
-0.50%

Heck Capital Advisors, LLC's iShares U.S. Treasury Bond ETF Holding Summary

As of 2025-03-31, Heck Capital Advisors, LLC held 1.28 Mil shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $29.34 Mil. This investment constitutes 3.3% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.11% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.

The initial trade took place in 2022Q4. And since then Heck Capital Advisors, LLC has made 8 purchases of GOVT, at an average price of $22.93, for a total of 1.31 Mil shares. In addition, there have been 2 sales at an average price of $22.66 for 30,972.00 shares. Based on historical transaction data and GOVT's current price of $22.82, Heck Capital Advisors, LLC's estimated gain on his GOVT holdings is $-150,305.79, reflecting a -0.50% gain to date.

Heck Capital Advisors, LLC GOVT ($22.82) Holding Chart

Heck Capital Advisors, LLC GOVT ($22.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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