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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
2025-09-30 $1.9M 18k 106.78
2025-06-30 $1.7M 16k 106.34
2025-03-31 $1.2M 11k 105.60
2024-12-31 $1.1M 11k 105.48
2024-09-30 $1.4M 13k 106.19
2024-06-30 $1.6M 16k 104.55
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)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
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

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

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