Polaris Wealth Advisory Group, LLC LQD Holdings History
Polaris Wealth Advisory Group, LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 305,300.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $31.15 Mil. This investment constitutes 2.37% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.09% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2019Q2. And since then Polaris Wealth Advisory Group, LLC has made 8 purchases of LQD, at an average price of $126.06, for a total of 1.64 Mil shares. In addition, there have been 6 sales at an average price of $131.78 for 1.34 Mil shares. Based on historical transaction data and LQD's current price of $109.06, Polaris Wealth Advisory Group, LLC's estimated gain on his LQD holdings is $2.47 Mil, reflecting a 1.19% gain to date.
Polaris Wealth Advisory Group, LLC LQD ($109.06) Holding Chart
Polaris Wealth Advisory Group, LLC LQD ($109.06) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
