Henrickson Nauta Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $694K | Sell |
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2025
Q2 | $710K | Sell |
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2025
Q1 | $772K | Sell |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $782K | Sell |
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2024
Q1 | $832K | Sell |
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|
2023
Q4 | $901K | Sell |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $917K | Sell |
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|
2023
Q1 | $956K | Buy |
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|
2022
Q4 | $937K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $926K | Buy |
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|
2022
Q1 | $726K | Sell |
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|
2021
Q4 | $974K | Buy |
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