PWAG
Polaris Wealth Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-196,976
| Closed | -$20.7M | – | 81 |
|
|
2014
Q3 | $20.7M | Buy |
196,976
+4,754
| +2% | +$501K | 4.66% | 7 |
|
|
2014
Q2 | $20.3M | Buy |
192,222
+21,935
| +13% | +$2.32M | 4.52% | 8 |
|
|
2014
Q1 | $18M | Buy |
170,287
+6,912
| +4% | +$729K | 4.2% | 8 |
|
|
2013
Q4 | $17.2M | Buy |
163,375
+5,745
| +4% | +$606K | 4.24% | 8 |
|
|
2013
Q3 | $16.6M | Buy |
+157,630
| New | +$16.6M | 5.16% | 5 |
|