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Henrickson Nauta Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$462K Sell
4,526
-406
-8% -$41.9K 0.11% 59
2026
Q1 		$510K Sell
4,932
-4,932
-50% -$508K 0.14% 50
2025
Q4 		$1.01M Buy
9,864
+4,836
+96% +$498K 0.15% 47
2025
Q3 		$520K Sell
5,028
-1,443
-22% -$149K 0.16% 49
2025
Q2 		$666K Sell
6,471
-197
-3% -$20.2K 0.23% 42
2025
Q1 		$682K Sell
6,668
-304
-4% -$31K 0.28% 36
2024
Q4 		$701K Sell
6,972
-454
-6% -$45.8K 0.29% 33
2024
Q3 		$752K Sell
7,426
-388
-5% -$38.9K 0.3% 31
2024
Q2 		$777K Sell
7,814
-175
-2% -$17.4K 0.33% 30
2024
Q1 		$791K Sell
7,989
-681
-8% -$67.3K 0.35% 29
2023
Q4 		$855K Buy
8,670
+1,244
+17% +$121K 0.42% 29
2023
Q3 		$720K Sell
7,426
-100
-1% -$9.72K 0.44% 21
2023
Q2 		$735K Buy
7,526
+524
+7% +$51.5K 0.5% 22
2023
Q1 		$695K Sell
7,002
-85
-1% -$8.31K 0.5% 21
2022
Q4 		$687K Buy
7,087
+90
+1% +$8.74K 0.55% 20
2022
Q3 		$673K Buy
6,997
+205
+3% +$20.5K 0.64% 20
2022
Q2 		$689K Buy
6,792
+3,007
+79% +$310K 0.63% 18
2022
Q1 		$397K Sell
3,785
-572
-13% -$60.2K 0.33% 24
2021
Q4 		$458K Buy
+4,357
New +$462K 0.37% 23

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.2% in Q2 2026, selling an estimated $41.9K and leaving 4,526 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #59.

Henrickson Nauta Wealth Advisors first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 4,526 shares of iShares 0-5 Year TIPS Bond ETF worth $462K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 406 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $41.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.01M in Q4 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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