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Juncture Wealth Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Juncture Wealth Strategies’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,322
Closed -$269K – 120
2023
Q2 		$269K Buy
+3,322
New +$272K 0.13% 104
2023
Q1 		– Sell
-7,273
Closed -$590K – 119
2022
Q4 		$590K Sell
7,273
-15,618
-68% -$1.27M 0.28% 60
2022
Q3 		$1.86M Buy
22,891
+18,929
+478% +$1.56M 0.93% 29
2022
Q2 		$328K Sell
3,962
-355
-8% -$29.4K 0.16% 91
2022
Q1 		$360K Sell
4,317
-25,927
-86% -$2.19M 0.17% 92
2021
Q4 		$2.59M Buy
+30,244
New +$2.59M 1.23% 24
2020
Q1 		– Sell
-3,726
Closed -$315K – 97
2019
Q4 		$315K Hold
3,726
– – 0.25% 84
2019
Q3 		$316K Sell
3,726
-104
-3% -$8.81K 0.28% 83
2019
Q2 		$325K Buy
+3,830
New +$323K 0.26% 92
2019
Q1 		– Sell
-7,823
Closed -$654K – 125
2018
Q4 		$654K Buy
+7,823
New +$650K 0.44% 50
2018
Q1 		– Sell
-3,041
Closed -$255K – 92
2017
Q4 		$255K Sell
3,041
-1,200
-28% -$101K 0.14% 82
2017
Q3 		$358K Sell
4,241
-1,060
-20% -$89.6K 0.2% 74
2017
Q2 		$448K Buy
5,301
+633
+14% +$53.5K 0.26% 70
2017
Q1 		$395K Sell
4,668
-954
-17% -$80.6K 0.24% 70
2016
Q4 		$475K Sell
5,622
-1,515
-21% -$128K 0.33% 64
2016
Q3 		$607K Buy
7,137
+35
+0.5% +$2.98K 0.41% 58
2016
Q2 		$606K Sell
7,102
-1,821
-20% -$155K 0.43% 53
2016
Q1 		$759K Sell
8,923
-4,740
-35% -$402K 0.56% 46
2015
Q4 		$1.15M Sell
13,663
-2,300
-14% -$195K 0.86% 25
2015
Q3 		$1.36M Sell
15,963
-4,141
-21% -$351K 1.1% 19
2015
Q2 		$1.71M Sell
20,104
-850
-4% -$72.1K 1.39% 18
2015
Q1 		$1.78M Sell
20,954
-18,022
-46% -$1.53M 1.46% 18
2014
Q4 		$3.3M Buy
+38,976
New +$3.3M 1.58% 14

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Juncture Wealth Strategies's SHY Position: Q3 2023 in Review

Juncture Wealth Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 3,322 shares — an estimated $269K sold.

Juncture Wealth Strategies first reported a position in SHY in Q4 2014 and held it in 23 quarters. The position peaked at $3.3M in Q4 2014. 1,069 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

  • Juncture Wealth Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,322 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $269K.
  • Juncture Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and held it in 23 quarters.
  • Juncture Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $3.3M in Q4 2014.
  • 1,069 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Juncture Wealth Strategies's 13F filing for Q3 2023, filed 10 Oct 2023.