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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Juncture Wealth Strategies's GOVT Position: Q3 2022 in Review

Juncture Wealth Strategies sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2022, closing a stake of 10,430 shares — an estimated $249K sold.

Juncture Wealth Strategies first reported a position in GOVT in Q2 2018 and held it in 7 quarters. The position peaked at $553K in Q3 2018. 579 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Juncture Wealth Strategies reported no remaining iShares US Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Juncture Wealth Strategies sold 10,430 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $249K.
Juncture Wealth Strategies first reported a position in iShares US Treasury Bond ETF in Q2 2018 and held it in 7 quarters.
Juncture Wealth Strategies's iShares US Treasury Bond ETF position peaked at $553K in Q3 2018.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

Based on Juncture Wealth Strategies's 13F filing for Q3 2022, filed 11 Oct 2022.