Juncture Wealth Strategies, LLC Ishares Barclays 1 3 Year Trea Transaction History

Juncture Wealth Strategies, LLC

$258 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	$81.05 - $82.41 $269,248 - $273,766	3,322 New	3,322 $269,000
Q4 2022 Jan 18, 2023	SELL	$80.6 - $81.52 $1.26 Million - $1.27 Million	-15,618 Reduced 68.23%	7,273 $0
Q3 2022 Oct 11, 2022	BUY	$81.04 - $83.06 $1.53 Million - $1.57 Million	18,929 Added 477.76%	22,891 $1.86 Million
Q2 2022 Jul 14, 2022	SELL	$81.97 - $83.48 $29,099 - $29,635	-355 Reduced 8.22%	3,962 $328,000
Q1 2022 Jul 14, 2022	SELL	$83.25 - $85.49 $2.16 Million - $2.22 Million	-25,927 Reduced 85.73%	4,317 $360,000
Q4 2021 Jan 19, 2022	BUY	$85.5 - $86.18 $2.59 Million - $2.61 Million	30,244 New	30,244 $2.59 Million
Q1 2020 Apr 21, 2020	SELL	$84.67 - $86.69 $315,480 - $323,006	-3,726 Closed	0 $0
Q3 2019 Oct 10, 2019	SELL	$84.4 - $85.1 $8,777 - $8,850	-104 Reduced 2.72%	3,726 $316,000
Q2 2019 Jul 16, 2019	BUY	$83.84 - $84.81 $321,107 - $324,822	3,830 New	3,830 $325,000
Q1 2019 Apr 09, 2019	SELL	$83.51 - $84.18 $653,298 - $658,540	-7,823 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	$82.85 - $83.62 $648,135 - $654,159	7,823 New	7,823 $654,000
Q1 2018 Apr 25, 2018	SELL	$83.38 - $83.82 $253,558 - $254,896	-3,041 Closed	0 $0
Q4 2017 Jan 22, 2018	SELL	$83.78 - $84.55 $100,536 - $101,460	-1,200 Reduced 28.3%	3,041 $255,000
Q3 2017 Oct 18, 2017	BUY	$84.45 - $84.47 $358,152 - $358,237	4,241	4,241 $358,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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