Henrickson Nauta Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$248 Million
Q3 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 9,639 shares of SHY stock, worth $790,687. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,639

Previous 9,577 0.65%

Holding current value

$790,687

Previous $781,000 2.56%

% of portfolio

0.32%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$81.31 - $83.29 $5,041 - $5,163	62 Added 0.65%	9,639 $801,000
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $55,276 - $55,692	-682 Reduced 6.65%	9,577 $781,000
Q1 2024 Apr 15, 2024	SELL	$81.49 - $82.34 $59,243 - $59,861	-727 Reduced 6.62%	10,259 $838,000
Q4 2023 Jan 12, 2024	SELL	$80.62 - $82.04 $6,852 - $6,973	-85 Reduced 0.77%	10,986 $901,000
Q3 2023 Oct 10, 2023	SELL	$80.71 - $81.38 $19,693 - $19,856	-244 Reduced 2.16%	11,071 $896,000
Q2 2023 Jul 12, 2023	SELL	$81.05 - $82.41 $26,341 - $26,783	-325 Reduced 2.79%	11,315 $917,000
Q1 2023 Apr 11, 2023	BUY	$80.51 - $82.52 $8,051 - $8,252	100 Added 0.87%	11,640 $956,000
Q4 2022 Feb 02, 2023	SELL	$80.6 - $81.52 $96,639 - $97,742	-1,199 Reduced 9.41%	11,540 $936,000
Q3 2022 Oct 26, 2022	BUY	$81.04 - $83.06 $126,098 - $129,241	1,556 Added 13.91%	12,739 $1.03 Million
Q2 2022 Aug 09, 2022	BUY	$81.97 - $83.48 $202,465 - $206,195	2,470 Added 28.35%	11,183 $926,000
Q1 2022 May 16, 2022	SELL	$83.25 - $85.49 $226,440 - $232,532	-2,720 Reduced 23.79%	8,713 $726,000
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $977,521 - $985,295	11,433 New	11,433 $974,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Account

Henrickson Nauta Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History