Henrickson Nauta Wealth Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,358	Closed	-$38K	–	74
2021 Q4	$38K	Buy	+1,358	New	+$38.6K	0.03%	107

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's BWX Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2022, closing a stake of 1,358 shares — an estimated $38K sold.

Henrickson Nauta Wealth Advisors first reported a position in BWX in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 144 funds tracked by Wall St. Rank hold BWX as of Q1 2022.

Henrickson Nauta Wealth Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Henrickson Nauta Wealth Advisors sold 1,358 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2022, an estimated $38K.
Henrickson Nauta Wealth Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
Henrickson Nauta Wealth Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $38K in Q4 2021.
144 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.