Polaris Wealth Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$42M	Buy	863,704 +202,096	+31%	+$10.1M	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%	+$7.64M	3.26%	2
2022 Q4	$36.2M	Buy	710,429 +77,053	+12%	+$3.78M	2.7%	6
2022 Q3	$30.4M	Buy	+633,376	New	+$32.4M	2.53%	9
2021 Q3	–	Sell	-839,913	Closed	-$50.7M	–	190
2021 Q2	$50.7M	Buy	+839,913	New	+$50.3M	3.01%	5
2020 Q3	–	Sell	-933,456	Closed	-$56.3M	–	169
2020 Q2	$56.3M	Buy	+933,456	New	+$54.4M	4.45%	1
2019 Q4	–	Sell	-39,665	Closed	-$2.3M	–	165
2019 Q3	$2.3M	Buy	+39,665	New	+$2.28M	0.19%	83

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Polaris Wealth Advisory Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 31% in Q3 2023, buying an estimated $10.1M and bringing the position to 863,704 shares worth $42M. The position accounts for 3.2% of the portfolio, ranked #2.

Polaris Wealth Advisory Group first reported a position in IGIB in Q3 2019 and has held it in 8 quarters since. The position peaked at $56.3M in Q2 2020. 517 funds tracked by Wall St. Rank hold IGIB as of Q3 2023.

Polaris Wealth Advisory Group held 863,704 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $42M as of Q3 2023.
Polaris Wealth Advisory Group bought 202,096 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $10.1M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.2% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #2 holding.
Polaris Wealth Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 8 quarters since.
Polaris Wealth Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $56.3M in Q2 2020.
517 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2023.

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