Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Ishares Tr (USHY)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2025 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2024 Q4 |
26,300 |
<0.01 |
|
|
$36.79 |
$967,577 |
SEC |
| 2024 Q3 |
26,300 |
<0.01 |
Buy
|
<0.01 |
$37.65 |
$990,195 |
SEC |