Polaris Wealth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$10.8M	Buy	+133,795	New	+$10.8M	0.82%	45
2019 Q1	–	Sell	-5,780	Closed	-$483K	–	171
2018 Q4	$483K	Sell	5,780 -717	-11%	-$59.6K	0.05%	108
2018 Q3	$540K	Buy	6,497 +1,004	+18%	+$83.5K	0.04%	108
2018 Q2	$459K	Sell	5,493 -165	-3%	-$13.7K	0.04%	88
2018 Q1	$473K	Sell	5,658 -2,171	-28%	-$181K	0.04%	106
2017 Q4	$656K	Sell	7,829 -147,432	-95%	-$12.4M	0.05%	96
2017 Q3	$13.1M	Buy	155,261 +85,962	+124%	+$7.27M	1.15%	40
2017 Q2	$5.86M	Sell	69,299 -17,190	-20%	-$1.45M	0.67%	47
2017 Q1	$7.31M	Sell	86,489 -4,589	-5%	-$388K	0.8%	52
2016 Q4	$7.69M	Buy	91,078 +613	+0.7%	+$51.9K	0.89%	49
2016 Q3	$7.69M	Buy	90,465 +1,476	+2%	+$126K	0.92%	47
2016 Q2	$7.59M	Buy	88,989 +7,935	+10%	+$674K	1.18%	37
2016 Q1	$6.89M	Sell	81,054 -211,935	-72%	-$18M	1.08%	39
2015 Q4	$24.7M	Buy	292,989 +8,636	+3%	+$731K	3.99%	5
2015 Q3	$24.2M	Buy	284,353 +261,054	+1,120%	+$22.1M	4.94%	4
2015 Q2	$1.98M	Buy	23,299 +4,778	+26%	+$405K	0.39%	47
2015 Q1	$1.57M	Sell	18,521 -3,161	-15%	-$268K	0.29%	56
2014 Q4	$1.83M	Buy	21,682 +4,069	+23%	+$344K	0.38%	54
2014 Q3	$1.49M	Sell	17,613 -117,815	-87%	-$9.96M	0.33%	47
2014 Q2	$11.5M	Buy	135,428 +2,495	+2%	+$211K	2.55%	18
2014 Q1	$11.2M	Buy	132,933 +2,237	+2%	+$189K	2.63%	18
2013 Q4	$11M	Sell	130,696 -8,035	-6%	-$679K	2.71%	17
2013 Q3	$11.7M	Buy	138,731 +94,907	+217%	+$8M	3.64%	10
2013 Q2	$3.69M	Buy	+43,824	New	+$3.7M	1.48%	15

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Polaris Wealth Advisory Group's SHY Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023: 133,795 shares worth $10.8M. The stake represents 0.82% of the portfolio and ranks #45 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in SHY as recently as Q4 2018.

Polaris Wealth Advisory Group first reported a position in SHY in Q2 2013 and has held it in 24 quarters since. The position peaked at $24.7M in Q4 2015. 1,069 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

Polaris Wealth Advisory Group held 133,795 shares of iShares 1-3 Year Treasury Bond ETF worth $10.8M as of Q3 2023.
iShares 1-3 Year Treasury Bond ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
iShares 1-3 Year Treasury Bond ETF made up 0.82% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #45 holding.
Polaris Wealth Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 24 quarters since.
Polaris Wealth Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $24.7M in Q4 2015.
1,069 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.