Polaris Wealth Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.7M | Sell |
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|
2023
Q2 | $32.9M | Sell |
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|
2023
Q1 | $34.6M | Sell |
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|
2022
Q4 | $35.8M | Buy |
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|
2022
Q3 | $31.6M | Sell |
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|
2022
Q2 | $39.6M | Buy |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9.37M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $55.2M | Buy |
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|
2020
Q2 | $13.9M | Sell |
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|
2020
Q1 | $44.7M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $787K | Sell |
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|
2015
Q4 | $1.22M | Buy |
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