JWS
Juncture Wealth Strategies’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$260K | 0.12% | 105 |
|
|
2019
Q3 | – | Sell |
-9,006
| Closed | -$233K | – | 103 |
|
|
2019
Q2 | $233K | Sell |
9,006
-2,587
| -22% | -$66.9K | 0.19% | 102 |
|
|
2019
Q1 | $293K | Sell |
11,593
-5,235
| -31% | -$132K | 0.23% | 99 |
|
|
2018
Q4 | $415K | Sell |
16,828
-5,881
| -26% | -$145K | 0.28% | 72 |
|
|
2018
Q3 | $553K | Buy |
22,709
+7,386
| +48% | +$180K | 0.29% | 71 |
|
|
2018
Q2 | $377K | Buy |
+15,323
| New | +$377K | 0.2% | 80 |
|