PWAG
Polaris Wealth Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $42M | Buy |
863,704
+202,096
| +31% | +$9.83M | 3.2% | 2 |
|
|
2023
Q2 | $33.5M | Sell |
661,608
-199,555
| -23% | -$10.1M | 2.54% | 5 |
|
|
2023
Q1 | $44.2M | Buy |
861,163
+150,734
| +21% | +$7.73M | 3.26% | 2 |
|
|
2022
Q4 | $36.2M | Buy |
710,429
+77,053
| +12% | +$3.93M | 2.7% | 6 |
|
|
2022
Q3 | $30.4M | Buy |
+633,376
| New | +$30.4M | 2.53% | 9 |
|
|
2021
Q3 | – | Sell |
-839,913
| Closed | -$50.7M | – | 189 |
|
|
2021
Q2 | $50.7M | Buy |
+839,913
| New | +$50.7M | 3.01% | 5 |
|
|
2020
Q3 | – | Sell |
-933,456
| Closed | -$56.3M | – | 169 |
|
|
2020
Q2 | $56.3M | Buy |
+933,456
| New | +$56.3M | 4.45% | 1 |
|
|
2019
Q4 | – | Sell |
-39,665
| Closed | -$2.3M | – | 165 |
|
|
2019
Q3 | $2.3M | Buy |
+39,665
| New | +$2.3M | 0.19% | 83 |
|