JWS
GOVT icon

Juncture Wealth Strategies’s iShares US Treasury Bond ETF GOVT Stock Holding History

Juncture Wealth Strategies’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,430
Closed -$249K – 109
2022
Q2 		$249K Hold
10,430
– – 0.12% 100
2022
Q1 		$260K Buy
+10,430
New +$267K 0.12% 105
2019
Q3 		– Sell
-9,006
Closed -$233K – 103
2019
Q2 		$233K Sell
9,006
-2,587
-22% -$65.5K 0.19% 102
2019
Q1 		$293K Sell
11,593
-5,235
-31% -$130K 0.23% 99
2018
Q4 		$415K Sell
16,828
-5,881
-26% -$143K 0.28% 72
2018
Q3 		$553K Buy
22,709
+7,386
+48% +$181K 0.29% 71
2018
Q2 		$377K Buy
+15,323
New +$375K 0.2% 80

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return