JWS
Juncture Wealth Strategies’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
13,214
-3,835
| -22% | -$171K | 0.21% | 59 |
|
|
2025
Q1 | $768K | Buy |
17,049
+678
| +4% | +$30.6K | 0.3% | 57 |
|
|
2024
Q4 | $747K | Sell |
16,371
-2,745
| -14% | -$125K | 0.28% | 57 |
|
|
2024
Q3 | $895K | Sell |
19,116
-1,434
| -7% | -$67.2K | 0.35% | 44 |
|
|
2024
Q2 | $940K | Sell |
20,550
-1,663
| -7% | -$76.1K | 0.39% | 43 |
|
|
2024
Q1 | $1.03M | Buy |
22,213
+1,254
| +6% | +$58.3K | 0.44% | 41 |
|
|
2023
Q4 | $985K | Buy |
20,959
+2,692
| +15% | +$127K | 0.45% | 43 |
|
|
2023
Q3 | $798K | Buy |
18,267
+1,396
| +8% | +$61K | 0.39% | 55 |
|
|
2023
Q2 | $779K | Buy |
16,871
+8,538
| +102% | +$394K | 0.36% | 52 |
|
|
2023
Q1 | $390K | Sell |
8,333
-94
| -1% | -$4.4K | 0.19% | 89 |
|
|
2022
Q4 | $384K | Buy |
+8,427
| New | +$384K | 0.18% | 82 |
|
|
2022
Q3 | – | Sell |
-4,492
| Closed | -$206K | – | 118 |
|
|
2022
Q2 | $206K | Sell |
4,492
-8,371
| -65% | -$384K | 0.1% | 103 |
|
|
2022
Q1 | $616K | Buy |
12,863
+1,244
| +11% | +$59.6K | 0.29% | 68 |
|
|
2021
Q4 | $601K | Buy |
11,619
+1,569
| +16% | +$81.2K | 0.29% | 69 |
|
|
2021
Q3 | $518K | Buy |
10,050
+311
| +3% | +$16K | 0.27% | 68 |
|
|
2021
Q2 | $508K | Buy |
9,739
+1,787
| +22% | +$93.2K | 0.29% | 72 |
|
|
2021
Q1 | $411K | Buy |
7,952
+361
| +5% | +$18.7K | 0.26% | 78 |
|
|
2020
Q4 | $398K | Buy |
7,591
+898
| +13% | +$47.1K | 0.25% | 78 |
|
|
2020
Q3 | $348K | Buy |
6,693
+2,350
| +54% | +$122K | 0.24% | 87 |
|
|
2020
Q2 | $224K | Buy |
+4,343
| New | +$224K | 0.17% | 95 |
|
|
2019
Q1 | – | Sell |
-4,396
| Closed | -$212K | – | 132 |
|
|
2018
Q4 | $212K | Sell |
4,396
-1,291
| -23% | -$62.3K | 0.14% | 99 |
|
|
2018
Q3 | $270K | Buy |
5,687
+608
| +12% | +$28.9K | 0.14% | 96 |
|
|
2018
Q2 | $244K | Buy |
5,079
+116
| +2% | +$5.57K | 0.13% | 100 |
|
|
2018
Q1 | $238K | Buy |
+4,963
| New | +$238K | 0.13% | 88 |
|