HNWA
Henrickson Nauta Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
2,694
-48
| -2% | -$5.1K | 0.1% | 65 |
|
|
2025
Q1 | $288K | Sell |
2,742
-7
| -0.3% | -$736 | 0.12% | 55 |
|
|
2024
Q4 | $290K | Hold |
2,749
| – | – | 0.12% | 61 |
|
|
2024
Q3 | $292K | Hold |
2,749
| – | – | 0.12% | 62 |
|
|
2024
Q2 | $287K | Hold |
2,749
| – | – | 0.12% | 63 |
|
|
2024
Q1 | $287K | Hold |
2,749
| – | – | 0.13% | 58 |
|
|
2023
Q4 | $290K | Buy |
2,749
+496
| +22% | +$52.3K | 0.14% | 60 |
|
|
2023
Q3 | $232K | Buy |
+2,253
| New | +$232K | 0.14% | 50 |
|
|
2022
Q1 | – | Sell |
-368
| Closed | -$39K | – | 233 |
|
|
2021
Q4 | $39K | Buy |
+368
| New | +$39K | 0.03% | 105 |
|