PWAG
Polaris Wealth Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.5M | Buy |
344,461
+8,194
| +2% | +$750K | 2.4% | 8 |
|
|
2023
Q2 | $32.5M | Buy |
+336,267
| New | +$32.5M | 2.46% | 10 |
|
|
2022
Q3 | – | Sell |
-374,913
| Closed | -$38.4M | – | 167 |
|
|
2022
Q2 | $38.4M | Buy |
+374,913
| New | +$38.4M | 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 | – | 192 |
|
|
2020
Q3 | $44.5M | Buy |
+367,611
| New | +$44.5M | 4.18% | 3 |
|
|
2020
Q2 | – | Sell |
-388,361
| Closed | -$47.2M | – | 153 |
|
|
2020
Q1 | $47.2M | Buy |
388,361
+385,413
| +13,074% | +$46.8M | 5.13% | 1 |
|
|
2019
Q4 | $328K | Sell |
2,948
-549,675
| -99% | -$61.2M | 0.02% | 125 |
|
|
2019
Q3 | $62.4M | Buy |
552,623
+1,135
| +0.2% | +$128K | 5.1% | 1 |
|
|
2019
Q2 | $60.5M | Buy |
551,488
+365,895
| +197% | +$40.1M | 4.59% | 1 |
|
|
2019
Q1 | $19.6M | Buy |
+185,593
| New | +$19.6M | 1.47% | 34 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$3K | – | 290 |
|
|
2018
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 473 |
|