JWS
Juncture Wealth Strategies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
72,114
+2,680
| +4% | +$141K | 1.35% | 15 |
|
|
2025
Q1 | $3.64M | Buy |
69,434
+927
| +1% | +$48.5K | 1.41% | 14 |
|
|
2024
Q4 | $3.54M | Buy |
68,507
+2,511
| +4% | +$130K | 1.32% | 17 |
|
|
2024
Q3 | $3.48M | Sell |
65,996
-369
| -0.6% | -$19.4K | 1.35% | 17 |
|
|
2024
Q2 | $3.4M | Sell |
66,365
-2,658
| -4% | -$136K | 1.43% | 16 |
|
|
2024
Q1 | $3.54M | Buy |
69,023
+2,110
| +3% | +$108K | 1.52% | 15 |
|
|
2023
Q4 | $3.43M | Sell |
66,913
-4,877
| -7% | -$250K | 1.56% | 17 |
|
|
2023
Q3 | $3.58M | Sell |
71,790
-3,855
| -5% | -$192K | 1.75% | 13 |
|
|
2023
Q2 | $3.8M | Sell |
75,645
-665
| -0.9% | -$33.4K | 1.78% | 14 |
|
|
2023
Q1 | $3.86M | Buy |
76,310
+2,358
| +3% | +$119K | 1.9% | 14 |
|
|
2022
Q4 | $3.68M | Sell |
73,952
-4,076
| -5% | -$203K | 1.75% | 13 |
|
|
2022
Q3 | $3.85M | Buy |
78,028
+4,333
| +6% | +$214K | 1.92% | 16 |
|
|
2022
Q2 | $3.73M | Buy |
73,695
+1,629
| +2% | +$82.3K | 1.84% | 19 |
|
|
2022
Q1 | $3.73M | Buy |
72,066
+3,597
| +5% | +$186K | 1.77% | 19 |
|
|
2021
Q4 | $3.69M | Buy |
68,469
+10,107
| +17% | +$545K | 1.76% | 14 |
|
|
2021
Q3 | $3.19M | Buy |
58,362
+5,755
| +11% | +$314K | 1.68% | 15 |
|
|
2021
Q2 | $2.88M | Sell |
52,607
-5,251
| -9% | -$287K | 1.65% | 15 |
|
|
2021
Q1 | $3.16M | Buy |
57,858
+12,494
| +28% | +$683K | 1.99% | 11 |
|
|
2020
Q4 | $2.5M | Buy |
45,364
+5,135
| +13% | +$283K | 1.58% | 14 |
|
|
2020
Q3 | $2.21M | Buy |
40,229
+3,534
| +10% | +$194K | 1.53% | 16 |
|
|
2020
Q2 | $2.01M | Sell |
36,695
-1,220
| -3% | -$66.8K | 1.52% | 16 |
|
|
2020
Q1 | $1.99M | Buy |
37,915
+2,937
| +8% | +$154K | 1.83% | 13 |
|
|
2019
Q4 | $1.88M | Buy |
34,978
+14,423
| +70% | +$774K | 1.46% | 19 |
|
|
2019
Q3 | $1.1M | Buy |
20,555
+2,465
| +14% | +$132K | 0.97% | 29 |
|
|
2019
Q2 | $967K | Sell |
18,090
-1,188
| -6% | -$63.5K | 0.78% | 39 |
|
|
2019
Q1 | $1.02M | Sell |
19,278
-3,193
| -14% | -$169K | 0.79% | 34 |
|
|
2018
Q4 | $1.16M | Sell |
22,471
-4,747
| -17% | -$245K | 0.78% | 35 |
|
|
2018
Q3 | $1.41M | Buy |
27,218
+13,393
| +97% | +$694K | 0.74% | 35 |
|
|
2018
Q2 | $1.43M | Buy |
13,825
+178
| +1% | +$18.5K | 0.77% | 33 |
|
|
2018
Q1 | $1.42M | Buy |
13,647
+1,789
| +15% | +$186K | 0.79% | 34 |
|
|
2017
Q4 | $1.24M | Buy |
11,858
+1,567
| +15% | +$164K | 0.7% | 38 |
|
|
2017
Q3 | $1.08M | Buy |
10,291
+1,314
| +15% | +$138K | 0.61% | 42 |
|
|
2017
Q2 | $945K | Buy |
8,977
+1,102
| +14% | +$116K | 0.54% | 45 |
|
|
2017
Q1 | $829K | Buy |
7,875
+2,795
| +55% | +$294K | 0.51% | 50 |
|
|
2016
Q4 | $533K | Buy |
5,080
+2,696
| +113% | +$283K | 0.37% | 59 |
|
|
2016
Q3 | $252K | Buy |
+2,384
| New | +$252K | 0.17% | 74 |
|