Polaris Wealth Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-393,952	Closed	-$20.7M	–	81
2014 Q3	$20.7M	Buy	393,952 +9,508	+2%	+$501K	4.66%	7
2014 Q2	$20.3M	Buy	384,444 +43,870	+13%	+$2.31M	4.52%	8
2014 Q1	$18M	Buy	340,574 +13,824	+4%	+$729K	4.2%	8
2013 Q4	$17.2M	Buy	326,750 +11,490	+4%	+$605K	4.24%	8
2013 Q3	$16.6M	Buy	+315,260	New	+$16.5M	5.16%	5

Other funds holding IGSB

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Polaris Wealth Advisory Group's IGSB Position: Q4 2014 in Review

Polaris Wealth Advisory Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2014, closing a stake of 393,952 shares — an estimated $20.7M sold.

Polaris Wealth Advisory Group first reported a position in IGSB in Q3 2013 and held it in 5 quarters. The position peaked at $20.7M in Q3 2014. 420 funds tracked by Wall St. Rank hold IGSB as of Q4 2014.

Polaris Wealth Advisory Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2014 after selling out during the quarter.
Polaris Wealth Advisory Group sold 393,952 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2014, an estimated $20.7M.
Polaris Wealth Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 5 quarters.
Polaris Wealth Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20.7M in Q3 2014.
420 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2014, filed 13 Feb 2015.