Polaris Wealth Advisory Group’s iShares International Treasury Bond ETF IGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.38M	Sell	63,922 -5,725	-8%	-$222K	0.18%	98
2023 Q2	$2.76M	Sell	69,647 -2,566	-4%	-$102K	0.21%	92
2023 Q1	$2.9M	Sell	72,213 -781	-1%	-$31.1K	0.21%	90
2022 Q4	$2.94M	Sell	72,994 -389	-0.5%	-$14.9K	0.22%	85
2022 Q3	$2.65M	Buy	+73,383	New	+$2.92M	0.22%	77

Other funds holding IGOV

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

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

Polaris Wealth Advisory Group reduced its iShares International Treasury Bond ETF (IGOV) stake by 8.2% in Q3 2023, selling an estimated $222K and leaving 63,922 shares worth $2.38M. The position accounts for 0.18% of the portfolio, ranked #98.

Polaris Wealth Advisory Group first reported a position in IGOV in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.94M in Q4 2022. 96 funds tracked by Wall St. Rank hold IGOV as of Q3 2023.

Polaris Wealth Advisory Group held 63,922 shares of iShares International Treasury Bond ETF worth $2.38M as of Q3 2023.
Polaris Wealth Advisory Group sold 5,725 iShares International Treasury Bond ETF shares in Q3 2023, an estimated $222K.
iShares International Treasury Bond ETF made up 0.18% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #98 holding.
Polaris Wealth Advisory Group first reported a position in iShares International Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's iShares International Treasury Bond ETF position peaked at $2.94M in Q4 2022.
96 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q3 2023.

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