Polaris Wealth Advisory Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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

Other funds holding SHV

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Polaris Wealth Advisory Group's SHV Position: Q3 2017 in Review

Polaris Wealth Advisory Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2017, closing a stake of 2,986 shares — an estimated $329K sold.

Polaris Wealth Advisory Group first reported a position in SHV in Q4 2015 and held it in 3 quarters. The position peaked at $495K in Q4 2015. 139 funds tracked by Wall St. Rank hold SHV as of Q3 2017.

Polaris Wealth Advisory Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,986 iShares 0-1 Year Treasury Bond ETF shares in Q3 2017, an estimated $329K.
Polaris Wealth Advisory Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2015 and held it in 3 quarters.
Polaris Wealth Advisory Group's iShares 0-1 Year Treasury Bond ETF position peaked at $495K in Q4 2015.
139 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2017, filed 1 Nov 2017.