Polaris Wealth Advisory Group, LLC IGIB Holdings History
Polaris Wealth Advisory Group, LLC's iShares Intermediate Credit Bond ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 863,704.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $42.02 Mil. This investment constitutes 3.2% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.38% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.
The initial trade took place in 2019Q3. And since then Polaris Wealth Advisory Group, LLC has made 7 purchases of IGIB, at an average price of $55.64, for a total of 2.88 Mil shares. In addition, there have been 4 sales at an average price of $59.55 for 2.01 Mil shares. Based on historical transaction data and IGIB's current price of $52.75, Polaris Wealth Advisory Group, LLC's estimated gain on his IGIB holdings is $5.36 Mil, reflecting a 3.35% gain to date.
Polaris Wealth Advisory Group, LLC IGIB ($52.75) Holding Chart
Polaris Wealth Advisory Group, LLC IGIB ($52.75) 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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