HNWA
SHV icon

Henrickson Nauta Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-498
Closed -$55K – 222
2021
Q4 		$55K Buy
+498
New +$55K 0.04% 84

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2022, closing a stake of 498 shares — an estimated $55K sold.

Henrickson Nauta Wealth Advisors first reported a position in SHV in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 498 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $55K.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $55K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

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