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iShares Barclays 1-3 Year Cred Bd Fd ETF shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in iShares Barclays 1-3 Year Cred Bd Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays 1-3 Year Cred Bd Fd ETF held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays 1-3 Year Cred Bd Fd ETF by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 69k 51.28
2023-12-31 $3.4M 67k 51.28
2023-09-30 $3.6M 72k 49.83
2023-06-30 $3.8M 76k 50.17
2023-03-31 $3.9M 76k 50.54
2022-12-31 $3.7M 74k 49.82
2022-09-30 $3.8M 78k 49.28
2022-06-30 $3.7M 74k 50.55
2022-03-31 $3.7M 72k 51.72
2021-12-31 $3.7M 69k 53.88
2021-09-30 $3.2M 58k 54.64
2021-06-30 $2.9M 53k 54.67
2021-03-31 $3.2M 58k 54.67
2020-12-31 $2.5M 45k 55.18
2020-09-30 $2.2M 40k 54.91
2020-06-30 $2.0M 37k 54.72
2020-03-31 $2.0M 38k 52.35
2019-12-31 $1.9M 35k 53.63
2019-09-30 $1.1M 21k 53.66
2019-06-30 $967k 18k 53.45
2019-03-31 $1.0M 19k 52.81
2018-12-31 $1.2M 23k 51.62
2018-09-30 $1.4M 27k 51.84
2018-06-30 $1.4M 14k 103.73
2018-03-31 $1.4M 14k 103.83
2017-12-31 $1.2M 12k 104.57
2017-09-30 $1.1M 10k 105.33
2017-06-30 $945k 9.0k 105.27
2017-03-31 $829k 7.9k 105.27
2016-12-31 $533k 5.1k 104.92
2016-09-30 $252k 2.4k 105.70

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF

Charles Schwab Investment Management
Matson Money
NYL Investors
Goldman Sachs Group
Bank of America Corporation
Dai-Ichi Life Insurance Company
The Allstate Corporation
Arch Capital Group
SPX Equities Gestao de Recursos
UBS Group
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Jpmorgan Chase & Co
EP Wealth Advisors

View all funds holding iShares Barclays 1-3 Year Cred Bd Fd ETF