Garrison Point Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Garrison Point Advisors’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,672	Closed	-$204K	–	149
2022 Q1	$204K	Hold	1,672	–	–	0.14%	148
2021 Q4	$215K	Hold	1,672	–	–	0.14%	148
2021 Q3	$218K	Hold	1,672	–	–	0.16%	140
2021 Q2	$218K	Sell	1,672 -75	-4%	-$9.79K	0.16%	143
2021 Q1	$227K	Buy	1,747 +20	+1%	+$2.63K	0.18%	133
2020 Q4	$230K	Buy	1,727 +20	+1%	+$2.66K	0.19%	127
2020 Q3	$228K	Buy	1,707 +60	+4%	+$8.02K	0.21%	119
2020 Q2	$220K	Sell	1,647 -50	-3%	-$6.67K	0.22%	115
2020 Q1	$226K	Buy	+1,697	New	+$219K	0.28%	101

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Garrison Point Advisors's IEI Position: Q2 2022 in Review

Garrison Point Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 1,672 shares — an estimated $204K sold.

Garrison Point Advisors first reported a position in IEI in Q1 2020 and held it in 9 quarters. The position peaked at $230K in Q4 2020. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Garrison Point Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Garrison Point Advisors sold 1,672 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $204K.
Garrison Point Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and held it in 9 quarters.
Garrison Point Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $230K in Q4 2020.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Garrison Point Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.