Polaris Wealth Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.5M | Buy |
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|
2023
Q2 | $32.5M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $38.4M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $52.7M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $44.5M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $47.2M | Buy |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $62.4M | Buy |
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|
2019
Q2 | $60.5M | Buy |
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|
2019
Q1 | $19.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Buy |
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