HNWA
Henrickson Nauta Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
6,471
-197
| -3% | -$20.3K | 0.23% | 42 |
|
|
2025
Q1 | $682K | Sell |
6,668
-304
| -4% | -$31.1K | 0.28% | 36 |
|
|
2024
Q4 | $701K | Sell |
6,972
-454
| -6% | -$45.7K | 0.29% | 33 |
|
|
2024
Q3 | $752K | Sell |
7,426
-388
| -5% | -$39.3K | 0.3% | 31 |
|
|
2024
Q2 | $777K | Sell |
7,814
-175
| -2% | -$17.4K | 0.33% | 30 |
|
|
2024
Q1 | $791K | Sell |
7,989
-681
| -8% | -$67.5K | 0.35% | 29 |
|
|
2023
Q4 | $855K | Buy |
8,670
+1,244
| +17% | +$123K | 0.42% | 29 |
|
|
2023
Q3 | $720K | Sell |
7,426
-100
| -1% | -$9.69K | 0.44% | 21 |
|
|
2023
Q2 | $735K | Buy |
7,526
+524
| +7% | +$51.1K | 0.5% | 22 |
|
|
2023
Q1 | $695K | Sell |
7,002
-85
| -1% | -$8.44K | 0.5% | 21 |
|
|
2022
Q4 | $687K | Buy |
7,087
+90
| +1% | +$8.73K | 0.55% | 20 |
|
|
2022
Q3 | $673K | Buy |
6,997
+205
| +3% | +$19.7K | 0.64% | 20 |
|
|
2022
Q2 | $689K | Buy |
6,792
+3,007
| +79% | +$305K | 0.63% | 18 |
|
|
2022
Q1 | $397K | Sell |
3,785
-572
| -13% | -$60K | 0.33% | 24 |
|
|
2021
Q4 | $458K | Buy |
+4,357
| New | +$458K | 0.37% | 23 |
|