PWAG
Polaris Wealth Advisory Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,986
| Closed | -$329K | – | 155 |
|
|
2017
Q2 | $329K | Buy |
+2,986
| New | +$329K | 0.04% | 105 |
|
|
2016
Q2 | – | Sell |
-2,875
| Closed | -$317K | – | 127 |
|
|
2016
Q1 | $317K | Sell |
2,875
-1,616
| -36% | -$178K | 0.05% | 89 |
|
|
2015
Q4 | $495K | Buy |
+4,491
| New | +$495K | 0.08% | 80 |
|