GM Advisory Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

GM Advisory Group’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	-2,741	Closed	-$335K	–	197
2022 Q1	$335K	Sell	2,741 -11	-0.4%	-$1.38K	0.04%	153
2021 Q4	$354K	Hold	2,752	–	–	0.03%	151
2021 Q3	$358K	Hold	2,752	–	–	0.04%	148
2021 Q2	$359K	Sell	2,752 -860	-24%	-$112K	0.04%	149
2021 Q1	$469K	Sell	3,612 -300	-8%	-$39.5K	0.06%	122
2020 Q4	$520K	Sell	3,912 -5,700	-59%	-$758K	0.07%	102
2020 Q3	$1.28M	Sell	9,612 -9,300	-49%	-$1.24M	0.2%	57
2020 Q2	$2.53M	Sell	18,912 -4,157	-18%	-$554K	0.47%	35
2020 Q1	$3.08M	Sell	23,069 -121,516	-84%	-$15.7M	0.84%	20
2019 Q4	$18.2M	Sell	144,585 -34,160	-19%	-$4.31M	5.63%	7
2019 Q3	$22.7M	Buy	178,745 +25,486	+17%	+$3.22M	7.05%	3
2019 Q2	$19.3M	Buy	153,259 +1,258	+0.8%	+$156K	6.06%	4
2019 Q1	$18.7M	Buy	+152,001	New	+$18.5M	6.15%	4

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

GM Advisory Group's IEI Position: Q2 2022 in Review

GM Advisory Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 2,741 shares — an estimated $335K sold.

GM Advisory Group first reported a position in IEI in Q1 2019 and held it in 13 quarters. The position peaked at $22.7M in Q3 2019. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

GM Advisory Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
GM Advisory Group sold 2,741 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $335K.
GM Advisory Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and held it in 13 quarters.
GM Advisory Group's iShares 3-7 Year Treasury Bond ETF position peaked at $22.7M in Q3 2019.
551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on GM Advisory Group's 13F filing for Q2 2022, filed 15 Aug 2022.