Polaris Wealth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.8M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $540K | Buy |
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|
2018
Q2 | $459K | Sell |
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|
2018
Q1 | $473K | Sell |
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|
2017
Q4 | $656K | Sell |
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|
2017
Q3 | $13.1M | Buy |
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|
2017
Q2 | $5.86M | Sell |
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|
2017
Q1 | $7.31M | Sell |
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|
2016
Q4 | $7.69M | Buy |
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|
2016
Q3 | $7.69M | Buy |
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|
2016
Q2 | $7.59M | Buy |
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|
2016
Q1 | $6.89M | Sell |
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|
2015
Q4 | $24.7M | Buy |
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|
2015
Q3 | $24.2M | Buy |
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|
2015
Q2 | $1.98M | Buy |
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|
2015
Q1 | $1.57M | Sell |
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|
2014
Q4 | $1.83M | Buy |
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|
2014
Q3 | $1.49M | Sell |
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|
2014
Q2 | $11.5M | Buy |
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|
2014
Q1 | $11.2M | Buy |
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|
2013
Q4 | $11M | Sell |
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|
2013
Q3 | $11.7M | Buy |
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|
2013
Q2 | $3.69M | Buy |
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