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Henrickson Nauta Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640K Sell
7,791
-574
-7% -$47.2K 0.16% 50
2026
Q1 		$691K Sell
8,365
-8,383
-50% -$694K 0.19% 43
2025
Q4 		$1.39M Buy
16,748
+8,383
+100% +$695K 0.2% 40
2025
Q3 		$694K Sell
8,365
-201
-2% -$16.6K 0.22% 42
2025
Q2 		$710K Sell
8,566
-777
-8% -$64.1K 0.25% 39
2025
Q1 		$772K Sell
9,343
-156
-2% -$12.8K 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% +$5.12K 0.32% 29
2024
Q2 		$782K Sell
9,577
-682
-7% -$55.5K 0.33% 29
2024
Q1 		$832K Sell
10,259
-727
-7% -$59.5K 0.37% 28
2023
Q4 		$901K Sell
10,986
-85
-0.8% -$6.91K 0.44% 27
2023
Q3 		$896K Sell
11,071
-244
-2% -$19.8K 0.55% 19
2023
Q2 		$917K Sell
11,315
-325
-3% -$26.6K 0.62% 18
2023
Q1 		$956K Buy
11,640
+100
+0.9% +$8.15K 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% +$128K 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% -$230K 0.6% 14
2021
Q4 		$974K Buy
+11,433
New +$981K 0.79% 13

Other funds holding SHY

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's SHY Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.9% in Q2 2026, selling an estimated $47.2K and leaving 7,791 shares worth $640K. The position accounts for 0.16% of the portfolio, ranked #50.

Henrickson Nauta Wealth Advisors first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2025. 323 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 7,791 shares of iShares 1-3 Year Treasury Bond ETF worth $640K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 574 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.16% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.39M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.