Polaris Wealth Advisory Group, LLC IEF Holdings History
Polaris Wealth Advisory Group, LLC's iShares 7-10 Year Treasury Bond ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 344,461.00 shares of iShares 7-10 Year Treasury Bond ETF(IEF), totaling $31.55 Mil. This investment constitutes 2.4% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.12% of the outstanding iShares 7-10 Year Treasury Bond ETF(IEF) stock.
The initial trade took place in 2018Q3. And since then Polaris Wealth Advisory Group, LLC has made 10 purchases of IEF, at an average price of $109.62, for a total of 2.48 Mil shares. In addition, there have been 6 sales at an average price of $112.69 for 2.14 Mil shares. Based on historical transaction data and IEF's current price of $94.76, Polaris Wealth Advisory Group, LLC's estimated gain on his IEF holdings is $1.46 Mil, reflecting a 0.53% gain to date.
Polaris Wealth Advisory Group, LLC IEF ($94.76) Holding Chart
Polaris Wealth Advisory Group, LLC IEF ($94.76) 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
