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Juncture Wealth Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Juncture Wealth Strategies’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,466
Closed -$1.37M – 92
2019
Q4 		$1.37M Sell
12,466
-917
-7% -$102K 1.07% 26
2019
Q3 		$1.5M Sell
13,383
-5,879
-31% -$656K 1.32% 23
2019
Q2 		$2.12M Sell
19,262
-9,791
-34% -$1.05M 1.7% 14
2019
Q1 		$3.1M Sell
29,053
-18,394
-39% -$1.92M 2.39% 11
2018
Q4 		$4.94M Sell
47,447
-16,322
-26% -$1.65M 3.34% 8
2018
Q3 		$6.45M Sell
63,769
-2,181
-3% -$222K 3.38% 6
2018
Q2 		$6.76M Buy
65,950
+5,021
+8% +$511K 3.62% 6
2018
Q1 		$6.29M Buy
60,929
+2,314
+4% +$238K 3.5% 8
2017
Q4 		$6.19M Sell
58,615
-5,543
-9% -$588K 3.48% 9
2017
Q3 		$6.83M Sell
64,158
-979
-2% -$105K 3.84% 7
2017
Q2 		$6.94M Buy
65,137
+3,973
+6% +$424K 3.99% 6
2017
Q1 		$6.46M Buy
61,164
+11,579
+23% +$1.22M 3.97% 6
2016
Q4 		$5.2M Sell
49,585
-10,875
-18% -$1.17M 3.6% 8
2016
Q3 		$6.76M Buy
60,460
+1,203
+2% +$135K 4.56% 3
2016
Q2 		$6.69M Buy
+59,257
New +$6.55M 4.77% 4
2015
Q2 		– Sell
-1,875
Closed -$203K – 84
2015
Q1 		$203K Sell
1,875
-1,875
-50% -$202K 0.17% 69
2014
Q4 		$397K Buy
+3,750
New +$395K 0.19% 64

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Juncture Wealth Strategies's IEF Position: Q1 2020 in Review

Juncture Wealth Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2020, closing a stake of 12,466 shares — an estimated $1.37M sold.

Juncture Wealth Strategies first reported a position in IEF in Q4 2014 and held it in 17 quarters. The position peaked at $6.94M in Q2 2017. 609 funds tracked by Wall St. Rank hold IEF as of Q1 2020.

  • Juncture Wealth Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Juncture Wealth Strategies sold 12,466 iShares 7-10 Year Treasury Bond ETF shares in Q1 2020, an estimated $1.37M.
  • Juncture Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and held it in 17 quarters.
  • Juncture Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $6.94M in Q2 2017.
  • 609 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2020.

Based on Juncture Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.