Henrickson Nauta Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
8,566
-777
| -8% | -$64.4K | 0.25% | 39 |
|
|
2025
Q1 | $772K | Sell |
9,343
-156
| -2% | -$12.9K | 0.32% | 31 |
|
|
2024
Q4 | $779K | Sell |
9,499
-140
| -1% | -$11.5K | 0.32% | 30 |
|
|
2024
Q3 | $801K | Buy |
9,639
+62
| +0.6% | +$5.16K | 0.32% | 29 |
|
|
2024
Q2 | $782K | Sell |
9,577
-682
| -7% | -$55.7K | 0.33% | 29 |
|
|
2024
Q1 | $832K | Sell |
10,259
-727
| -7% | -$58.9K | 0.37% | 28 |
|
|
2023
Q4 | $901K | Sell |
10,986
-85
| -0.8% | -$6.97K | 0.44% | 27 |
|
|
2023
Q3 | $896K | Sell |
11,071
-244
| -2% | -$19.8K | 0.55% | 19 |
|
|
2023
Q2 | $917K | Sell |
11,315
-325
| -3% | -$26.4K | 0.62% | 18 |
|
|
2023
Q1 | $956K | Buy |
11,640
+100
| +0.9% | +$8.22K | 0.69% | 17 |
|
|
2022
Q4 | $937K | Sell |
11,540
-1,199
| -9% | -$97.3K | 0.74% | 17 |
|
|
2022
Q3 | $1.03M | Buy |
12,739
+1,556
| +14% | +$126K | 0.99% | 17 |
|
|
2022
Q2 | $926K | Buy |
11,183
+2,470
| +28% | +$205K | 0.85% | 14 |
|
|
2022
Q1 | $726K | Sell |
8,713
-2,720
| -24% | -$227K | 0.6% | 14 |
|
|
2021
Q4 | $974K | Buy |
+11,433
| New | +$974K | 0.79% | 13 |
|