Polaris Wealth Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Polaris Wealth Advisory Group’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$31.5M	Buy	344,461 +8,194	+2%	+$773K	2.4%	8
2023 Q2	$32.5M	Buy	+336,267	New	+$33.1M	2.46%	10
2022 Q3	–	Sell	-374,913	Closed	-$38.4M	–	167
2022 Q2	$38.4M	Buy	+374,913	New	+$38.5M	3.07%	9
2022 Q1	–	Sell	-458,413	Closed	-$52.7M	–	176
2021 Q4	$52.7M	Buy	+458,413	New	+$52.7M	3.03%	3
2020 Q4	–	Sell	-367,611	Closed	-$44.5M	–	195
2020 Q3	$44.5M	Buy	+367,611	New	+$44.8M	4.18%	3
2020 Q2	–	Sell	-388,361	Closed	-$47.2M	–	153
2020 Q1	$47.2M	Buy	388,361 +385,413	+13,074%	+$44.4M	5.13%	1
2019 Q4	$328K	Sell	2,948 -549,675	-99%	-$61.3M	0.02%	125
2019 Q3	$62.4M	Buy	552,623 +1,135	+0.2%	+$127K	5.1%	1
2019 Q2	$60.5M	Buy	551,488 +365,895	+197%	+$39.2M	4.59%	1
2019 Q1	$19.6M	Buy	+185,593	New	+$19.4M	1.47%	34
2018 Q4	–	Sell	-34	Closed	-$3K	–	289
2018 Q3	$3K	Buy	+34	New	+$3.47K	﹤0.01%	473

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Polaris Wealth Advisory Group's IEF Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.4% in Q3 2023, buying an estimated $773K and bringing the position to 344,461 shares worth $31.5M. The position accounts for 2.4% of the portfolio, ranked #8.

Polaris Wealth Advisory Group first reported a position in IEF in Q3 2018 and has held it in 11 quarters since. The position peaked at $62.4M in Q3 2019. 793 funds tracked by Wall St. Rank hold IEF as of Q3 2023.

Polaris Wealth Advisory Group held 344,461 shares of iShares 7-10 Year Treasury Bond ETF worth $31.5M as of Q3 2023.
Polaris Wealth Advisory Group bought 8,194 iShares 7-10 Year Treasury Bond ETF shares in Q3 2023, an estimated $773K.
iShares 7-10 Year Treasury Bond ETF made up 2.4% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #8 holding.
Polaris Wealth Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 11 quarters since.
Polaris Wealth Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $62.4M in Q3 2019.
793 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.