Polaris Wealth Advisory Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Polaris Wealth Advisory Group, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$92.4 - $109.47 $8.18 Million - $9.69 Million	88,562 New	88,562 $0
Q1 2022 Apr 19, 2022	SELL	$128.66 - $144.3 $45.2 Million - $50.7 Million	-351,053 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$141.52 - $154.35 $3.3 Million - $3.6 Million	-23,330 Reduced 6.23%	351,053 $52 Million
Q3 2021 Oct 18, 2021	SELL	$144.09 - $151.79 $6.36 Million - $6.7 Million	-44,140 Reduced 10.55%	374,383 $53.5 Million
Q2 2021 Jul 23, 2021	BUY	$135.6 - $145.73 $56.8 Million - $61 Million	418,523 New	418,523 $60.3 Million
Q2 2020 Jul 13, 2020	SELL	$156.11 - $171.29 $3.78 Million - $4.14 Million	-24,194 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$136.74 - $171.29 $3.31 Million - $4.14 Million	24,194 New	24,194 $3.99 Million
Q4 2019 Jan 29, 2020	SELL	$134.91 - $145.99 $25.2 Million - $27.2 Million	-186,458 Closed	0 $0
Q3 2019 Oct 09, 2019	SELL	$130.07 - $147.8 $281,081 - $319,395	-2,161 Reduced 1.15%	186,458 $26.8 Million
Q2 2019 Jul 25, 2019	BUY	$122.21 - $132.9 $23.1 Million - $25.1 Million	188,619 New	188,619 $24.9 Million
Q4 2018 Jan 17, 2019	SELL	$112.0 - $121.51 $3,696 - $4,009	-33 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$116.61 - $122.75 $3,848 - $4,050	33 New	33 $4,000
Q2 2018 Jul 09, 2018	SELL	$116.21 - $122.24 $7,786 - $8,190	-67 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$116.74 - $126.09 $7,821 - $8,448	67 New	67 $8,000
Q3 2017 Nov 01, 2017	SELL	$124.48 - $129.28 $637,711 - $662,301	-5,123 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	5,123	5,123 $641,000

1,295

402M

120M

93.7M

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