Juncture Wealth Strategies, LLC Ishares Trust Ishares 1 5 Year Transaction History

Juncture Wealth Strategies, LLC

$298 Million
Q3 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 71,478 shares of IGSB stock, worth $3.78 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

71,478

Previous 72,114 0.88%

Holding current value

$3.78 Million

Previous $3.8 Million 0.37%

% of portfolio

1.27%

Previous 1.36%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$52.39 - $53.11 $33,320 - $33,777	-636 Reduced 0.88%	71,478 $3.79 Million
Q2 2025 Jul 08, 2025	BUY	$51.68 - $52.76 $138,502 - $141,396	2,680 Added 3.86%	72,114 $3.8 Million
Q1 2025 Apr 09, 2025	BUY	$51.52 - $52.37 $47,759 - $48,546	927 Added 1.35%	69,434 $3.63 Million
Q4 2024 Jan 21, 2025	BUY	$51.54 - $52.55 $129,416 - $131,953	2,511 Added 3.8%	68,507 $3.54 Million
Q3 2024 Oct 09, 2024	SELL	$51.02 - $52.74 $18,826 - $19,461	-369 Reduced 0.56%	65,996 $3.48 Million

Q2 2024 Jul 11, 2024	SELL	$50.64 - $51.3 $134,601 - $136,355	-2,658 Reduced 3.85%	66,365 $3.4 Million
Q1 2024 Apr 05, 2024	BUY	$50.95 - $51.48 $107,504 - $108,622	2,110 Added 3.15%	69,023 $3.54 Million
Q4 2023 Jan 08, 2024	SELL	$49.4 - $51.28 $240,923 - $250,092	-4,877 Reduced 6.79%	66,913 $3.43 Million
Q3 2023 Oct 10, 2023	SELL	$49.74 - $50.37 $191,747 - $194,176	-3,855 Reduced 5.1%	71,790 $3.58 Million
Q2 2023 Jul 11, 2023	SELL	$50.02 - $50.76 $33,263 - $33,755	-665 Reduced 0.87%	75,645 $3.8 Million
Q1 2023 May 05, 2023	BUY	$49.56 - $50.75 $116,862 - $119,668	2,358 Added 3.19%	76,310 $3.86 Million
Q4 2022 Jan 18, 2023	SELL	$48.63 - $50.19 $198,215 - $204,574	-4,076 Reduced 5.22%	73,952 $0
Q3 2022 Oct 11, 2022	BUY	$49.08 - $51.27 $212,663 - $222,152	4,333 Added 5.88%	78,028 $3.85 Million
Q2 2022 Jul 14, 2022	BUY	$49.84 - $51.62 $81,189 - $84,088	1,629 Added 2.26%	73,695 $3.73 Million
Q1 2022 Jul 14, 2022	BUY	$51.49 - $53.86 $185,209 - $193,734	3,597 Added 5.25%	72,066 $3.73 Million
Q4 2021 Jan 19, 2022	BUY	$53.82 - $54.66 $543,958 - $552,448	10,107 Added 17.32%	68,469 $3.69 Million
Q3 2021 Oct 15, 2021	BUY	$54.6 - $54.92 $314,223 - $316,064	5,755 Added 10.94%	58,362 $3.19 Million
Q2 2021 Aug 13, 2021	SELL	$54.57 - $54.92 $286,547 - $288,384	-5,251 Reduced 9.08%	52,607 $2.88 Million
Q1 2021 Apr 15, 2021	BUY	$54.5 - $55.17 $680,923 - $689,293	12,494 Added 27.54%	57,858 $3.16 Million
Q4 2020 Jan 25, 2021	BUY	$54.79 - $55.17 $281,346 - $283,297	5,135 Added 12.76%	45,364 $2.5 Million
Q3 2020 Oct 15, 2020	BUY	$54.69 - $55.09 $193,274 - $194,688	3,534 Added 9.63%	40,229 $2.21 Million
Q2 2020 Jul 28, 2020	SELL	$51.96 - $54.73 $63,391 - $66,770	-1,220 Reduced 3.22%	36,695 $2.01 Million
Q1 2020 Apr 21, 2020	BUY	$47.21 - $54.5 $138,655 - $160,066	2,937 Added 8.4%	37,915 $1.99 Million
Q4 2019 Feb 03, 2020	BUY	$53.49 - $53.82 $771,486 - $776,245	14,423 Added 70.17%	34,978 $1.88 Million
Q3 2019 Oct 10, 2019	BUY	$53.16 - $53.82 $131,039 - $132,666	2,465 Added 13.63%	20,555 $1.1 Million
Q2 2019 Jul 16, 2019	SELL	$52.58 - $53.44 $62,465 - $63,486	-1,188 Reduced 6.16%	18,090 $967,000
Q1 2019 Apr 09, 2019	SELL	$51.67 - $52.87 $164,982 - $168,813	-3,193 Reduced 14.21%	19,278 $1.02 Million
Q4 2018 Jan 17, 2019	SELL	$51.35 - $51.73 $243,758 - $245,562	-4,747 Reduced 17.44%	22,471 $1.16 Million
Q3 2018 Oct 03, 2018	BUY	$51.75 - $52.0 $693,087 - $696,436	13,393 Added 96.88%	27,218 $1.41 Million
Q2 2018 Jul 13, 2018	BUY	$51.75 - $52.05 $9,211 - $9,264	178 Added 1.3%	13,825 $1.43 Million
Q1 2018 Apr 25, 2018	BUY	$51.81 - $52.26 $92,688 - $93,493	1,789 Added 15.09%	13,647 $1.42 Million
Q4 2017 Jan 22, 2018	BUY	$52.24 - $52.64 $81,860 - $82,486	1,567 Added 15.23%	11,858 $1.24 Million
Q3 2017 Oct 18, 2017	BUY	$52.65 - $52.69 $541,821 - $542,232	10,291	10,291 $1.08 Million

Others Institutions Holding IGSB

# of Institutions

1,093

Shares Held

314M

Call Options Held

10.2K

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Account

Juncture Wealth Strategies, LLC Ishares Trust Ishares 1 5 Year Transaction History