JWS
Juncture Wealth Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,466
| Closed | -$1.37M | – | 91 |
|
|
2019
Q4 | $1.37M | Sell |
12,466
-917
| -7% | -$101K | 1.07% | 25 |
|
|
2019
Q3 | $1.51M | Sell |
13,383
-5,879
| -31% | -$661K | 1.32% | 23 |
|
|
2019
Q2 | $2.12M | Sell |
19,262
-9,791
| -34% | -$1.08M | 1.7% | 14 |
|
|
2019
Q1 | $3.1M | Sell |
29,053
-18,394
| -39% | -$1.96M | 2.39% | 11 |
|
|
2018
Q4 | $4.94M | Sell |
47,447
-16,322
| -26% | -$1.7M | 3.34% | 8 |
|
|
2018
Q3 | $6.45M | Sell |
63,769
-2,181
| -3% | -$221K | 3.38% | 6 |
|
|
2018
Q2 | $6.76M | Buy |
65,950
+5,021
| +8% | +$515K | 3.62% | 6 |
|
|
2018
Q1 | $6.29M | Buy |
60,929
+2,314
| +4% | +$239K | 3.5% | 8 |
|
|
2017
Q4 | $6.19M | Sell |
58,615
-5,543
| -9% | -$585K | 3.48% | 9 |
|
|
2017
Q3 | $6.83M | Sell |
64,158
-979
| -2% | -$104K | 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% | -$1.14M | 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 | +$6.69M | 4.77% | 4 |
|
|
2015
Q2 | – | Sell |
-1,875
| Closed | -$203K | – | 71 |
|
|
2015
Q1 | $203K | Sell |
1,875
-1,875
| -50% | -$203K | 0.17% | 69 |
|
|
2014
Q4 | $397K | Buy |
+3,750
| New | +$397K | 0.19% | 64 |
|