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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf 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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 21k 104.73
2023-12-31 $2.2M 21k 105.43
2023-09-30 $2.4M 23k 102.86
2023-06-30 $2.5M 24k 104.04
2023-03-31 $2.4M 23k 104.68
2022-12-31 $2.1M 20k 104.27
2022-09-30 $2.6M 26k 102.67
2022-06-30 $2.6M 25k 104.69
2022-03-31 $1.8M 17k 104.61
2021-12-31 $1.4M 13k 107.36
2021-09-30 $1.3M 12k 107.60
2021-06-30 $1.3M 12k 107.95
2021-03-31 $919k 8.5k 107.85
2020-12-31 $811k 7.5k 108.08
2020-09-30 $681k 6.3k 108.13
2020-06-30 $506k 4.7k 107.87
2020-03-31 $405k 3.8k 106.22
2019-12-31 $481k 4.5k 106.87
2019-09-30 $473k 4.4k 106.60
2019-06-30 $471k 4.4k 106.63
2019-03-31 $536k 5.1k 105.95
2018-12-31 $406k 3.9k 105.29
2018-09-30 $692k 6.6k 104.80
2018-06-30 $544k 5.2k 105.08
2018-03-31 $550k 5.2k 104.96
2017-12-31 $554k 5.3k 104.92
2017-09-30 $428k 4.0k 105.86
2017-06-30 $519k 4.9k 105.79
2017-03-31 $522k 4.9k 105.56
2016-12-31 $656k 6.2k 105.01
2016-09-30 $284k 2.7k 105.97
2015-09-30 $228k 2.2k 106.05

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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of New York Mellon
Bank of America Corporation
Mercer Global Advisors
Creative Planning
Jane Street
UBS Group
Royal Bank of Canada
Franklin Resources
Tiaa Trust, National Association
Jpmorgan Chase & Co
Captrust Financial Advisors
Us Bancorp
Citigroup
Mariner Wealth Advisors
Bank Of Montreal

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF