Juncture Wealth Strategies’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Juncture Wealth Strategies’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14,410	Closed	-$2.07M	–	100
2019 Q4	$2.07M	Sell	14,410 -1,344	-9%	-$197K	1.61%	15
2019 Q3	$2.35M	Sell	15,754 -5,705	-27%	-$839K	2.07%	11
2019 Q2	$3.07M	Sell	21,459 -8,802	-29%	-$1.22M	2.47%	8
2019 Q1	$4.17M	Sell	30,261 -20,836	-41%	-$2.79M	3.22%	7
2018 Q4	$6.82M	Sell	51,097 -5,078	-9%	-$652K	4.6%	6
2018 Q3	$7.22M	Sell	56,175 -205	-0.4%	-$26.7K	3.78%	5
2018 Q2	$7.41M	Buy	56,380 +1,549	+3%	+$202K	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%	-$41.6K	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%	+$5.78M	4.26%	5
2016 Q4	$1.09M	Buy	+8,232	New	+$1.13M	0.76%	38

Other funds holding TLH

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Juncture Wealth Strategies's TLH Position: Q1 2020 in Review

Juncture Wealth Strategies sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2020, closing a stake of 14,410 shares — an estimated $2.07M sold.

Juncture Wealth Strategies first reported a position in TLH in Q4 2016 and held it in 13 quarters. The position peaked at $7.41M in Q2 2018. 125 funds tracked by Wall St. Rank hold TLH as of Q1 2020.

Juncture Wealth Strategies reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
Juncture Wealth Strategies sold 14,410 iShares 10-20 Year Treasury Bond ETF shares in Q1 2020, an estimated $2.07M.
Juncture Wealth Strategies first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2016 and held it in 13 quarters.
Juncture Wealth Strategies's iShares 10-20 Year Treasury Bond ETF position peaked at $7.41M in Q2 2018.
125 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2020.

Based on Juncture Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.