Polaris Wealth Advisory Group, LLC IEI Holdings History
Polaris Wealth Advisory Group, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 280,464.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $31.74 Mil. This investment constitutes 2.41% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.26% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2018Q3. And since then Polaris Wealth Advisory Group, LLC has made 7 purchases of IEI, at an average price of $127.73, for a total of 1.08 Mil shares. In addition, there have been 8 sales at an average price of $131.09 for 797,235.00 shares. Based on historical transaction data and IEI's current price of $117.88, Polaris Wealth Advisory Group, LLC's estimated gain on his IEI holdings is $-88,989.35, reflecting a -0.06% gain to date.
Polaris Wealth Advisory Group, LLC IEI ($117.88) Holding Chart
Polaris Wealth Advisory Group, LLC IEI ($117.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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