Gemmer Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Gemmer Asset Management’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	-101	Closed	-$12K	–	572
2022 Q1	$12K	Hold	101	–	–	﹤0.01%	642
2021 Q4	$13K	Hold	101	–	–	﹤0.01%	633
2021 Q3	$13K	Hold	101	–	–	﹤0.01%	605
2021 Q2	$13K	Hold	101	–	–	﹤0.01%	676
2021 Q1	$13K	Hold	101	–	–	﹤0.01%	661
2020 Q4	$13K	Hold	101	–	–	﹤0.01%	586
2020 Q3	$13K	Hold	101	–	–	﹤0.01%	519
2020 Q2	$14K	Hold	101	–	–	﹤0.01%	485
2020 Q1	$13K	Hold	101	–	–	﹤0.01%	445
2019 Q4	$13K	Hold	101	–	–	﹤0.01%	564
2019 Q3	$13K	Buy	+101	New	+$12.8K	﹤0.01%	557

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

Gemmer Asset Management's IEI Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 101 shares — an estimated $12K sold.

Gemmer Asset Management first reported a position in IEI in Q3 2019 and held it in 11 quarters. The position peaked at $14K in Q2 2020. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

Gemmer Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 101 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $12K.
Gemmer Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 11 quarters.
Gemmer Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $14K in Q2 2020.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.