Heck Capital Advisors 13F: Exits SHV Stake

Heck Capital Advisors parted ways with its entire holding in the iShares 0–1 Year Treasury Bond ETF (NYSE: SHV), selling out of all 38,051 shares it previously held. The complete exit was revealed in a Form 13F regulatory filing with the SEC on October 14, 2026.

What Changed in Heck Capital Advisors's iShares 0–1 Year Treasury Bond ETF Position

During the period covered by the filing, Heck Capital Advisors completely closed out its position in the short-term Treasury fund. The firm cut its stake by 38,051 shares, bringing its ending share count to zero and marking a 100.0% reduction. Because 13F filings report on portfolio moves after a quarter ends, this paperwork captures past trading activity and might not reflect what the fund holds today.

iShares 0–1 Year Treasury Bond ETF Stock Holds Steady

Shares of the iShares 0–1 Year Treasury Bond ETF recently traded around $110.23 as of October 16, 2026. The fund trades right around its 50-day and 200-day moving averages, which sit at $110.20 and $110.23 respectively. Over the past 52 weeks, the ETF has traded in a tight range between a low of $109.86 and a high of $110.50, currently resting about 0.2% below that yearly peak and 0.3% above its yearly low.

Dividend

The fund currently features a dividend yield of about 3.69% based on recent distributions.

About iShares 0–1 Year Treasury Bond ETF

The iShares 0–1 Year Treasury Bond ETF is an exchange-traded fund designed to track the performance of public U.S. Treasury obligations that have a remaining maturity of one year or less. The fund typically puts the vast majority of its assets into U.S. government debt to give investors a steady, low-risk way to park cash and earn short-term income. Tracking these shifts helps market watchers monitor how professional managers handle fixed-income allocations as interest rates move.

Bottom Line

Institutional filing reports like this one offer a historical snapshot of past portfolio adjustments rather than live trading data. Observers tracking Heck Capital Advisors will need to look to future SEC filings to see how the firm manages its fixed-income exposure going forward. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.