Fort Point Capital Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fort Point Capital Partners’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,239	Closed	-$307K	–	319
2024 Q1	$307K	Buy	+3,239	New	+$307K	0.04%	255
2021 Q1	–	Sell	-1,786	Closed	-$214K	–	156
2020 Q4	$214K	Sell	1,786 -61,486	-97%	-$7.4M	0.05%	140
2020 Q3	$7.71M	Buy	63,272 +9,576	+18%	+$1.17M	1.94%	11
2020 Q2	$6.54M	Buy	+53,696	New	+$6.52M	2.05%	13

Other funds holding IEF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fort Point Capital Partners's IEF Position: Q2 2024 in Review

Fort Point Capital Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2024, closing a stake of 3,239 shares — an estimated $307K sold.

Fort Point Capital Partners first reported a position in IEF in Q2 2020 and held it in 4 quarters. The position peaked at $7.71M in Q3 2020. 903 funds tracked by Wall St. Rank hold IEF as of Q2 2024.

Fort Point Capital Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Fort Point Capital Partners sold 3,239 iShares 7-10 Year Treasury Bond ETF shares in Q2 2024, an estimated $307K.
Fort Point Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
Fort Point Capital Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $7.71M in Q3 2020.
903 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2024.

Based on Fort Point Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.