Heck Capital Advisors 13F: Cuts GOVT Stake by $3.4M

Heck Capital Advisors scaled back its investment in the iShares U.S. Treasury Bond ETF (Cboe US: GOVT), according to a Form 13F filing submitted to the Securities and Exchange Commission on October 14, 2026. Institutional investors use Form 13F to report their stock and exchange-traded fund holdings at the end of every quarter. These disclosures give the public a look at past portfolio adjustments, though they do not show what the fund manager is holding right now.

What Changed in Heck Capital Advisors's iShares U.S. Treasury Bond ETF Position

During the quarter, Heck Capital Advisors trimmed its stake by 9.0%, selling off 157,279 shares of the Treasury fund. That left the firm with 1,583,779 shares remaining in its portfolio. Based on values reported in the filing, the remaining stake was worth about $34,637,250 at the end of the period. The fund had previously held 1,741,058 shares before the reduction.

iShares U.S. Treasury Bond ETF Stock Up 0.1%

The exchange-traded fund recently traded around $22.07 as of October 16, 2026. The shares sit slightly below their 50-day moving average of $22.21 and below the 200-day moving average of $22.69. Over the past year, the fund has moved between a 52-week low of $21.73 and a 52-week high of $23.39. The fund also offers a dividend yield of 3.78%.

Dividend

The exchange-traded fund pays out a dividend with a recent yield of 3.78%, giving income-focused investors regular distributions from the underlying U.S. government debt securities held within the portfolio.

About iShares U.S. Treasury Bond ETF

The iShares U.S. Treasury Bond ETF is an exchange-traded fund that tracks the performance of publicly issued U.S. Treasury securities. The fund invests the large majority of its assets in government debt with remaining maturities greater than one year and up to thirty years, providing broad exposure to the U.S. sovereign bond market.

Bottom Line

Investors tracking Heck Capital Advisors will want to watch future SEC updates to see if the firm continues trimming its Treasury holdings or changes direction. Remember that 13F reports look backward at completed quarters and may not reflect the investor's current portfolio. 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.