JWS
Juncture Wealth Strategies’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,410
| Closed | -$2.07M | – | 99 |
|
|
2019
Q4 | $2.07M | Sell |
14,410
-1,344
| -9% | -$193K | 1.61% | 14 |
|
|
2019
Q3 | $2.36M | Sell |
15,754
-5,705
| -27% | -$853K | 2.07% | 11 |
|
|
2019
Q2 | $3.07M | Sell |
21,459
-8,802
| -29% | -$1.26M | 2.47% | 8 |
|
|
2019
Q1 | $4.17M | Sell |
30,261
-20,836
| -41% | -$2.87M | 3.22% | 7 |
|
|
2018
Q4 | $6.82M | Sell |
51,097
-5,078
| -9% | -$678K | 4.6% | 6 |
|
|
2018
Q3 | $7.22M | Sell |
56,175
-205
| -0.4% | -$26.4K | 3.78% | 5 |
|
|
2018
Q2 | $7.41M | Buy |
56,380
+1,549
| +3% | +$204K | 3.96% | 5 |
|
|
2018
Q1 | $7.25M | Buy |
54,831
+788
| +1% | +$104K | 4.04% | 7 |
|
|
2017
Q4 | $7.35M | Buy |
54,043
+150
| +0.3% | +$20.4K | 4.13% | 6 |
|
|
2017
Q3 | $7.35M | Sell |
53,893
-303
| -0.6% | -$41.3K | 4.13% | 6 |
|
|
2017
Q2 | $7.39M | Buy |
54,196
+2,679
| +5% | +$365K | 4.24% | 5 |
|
|
2017
Q1 | $6.92M | Buy |
51,517
+43,285
| +526% | +$5.82M | 4.26% | 5 |
|
|
2016
Q4 | $1.09M | Buy |
+8,232
| New | +$1.09M | 0.76% | 38 |
|