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

Running Point Capital 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 Q1	–	Sell	-257	Closed	-$33K	–	218
2021 Q4	$33K	Sell	257 -5,640	-96%	-$728K	0.02%	97
2021 Q3	$768K	Buy	5,897 +450	+8%	+$59K	0.34%	49
2021 Q2	$711K	Hold	5,447	–	–	0.32%	53
2021 Q1	$708K	Hold	5,447	–	–	0.39%	44
2020 Q4	$724K	Buy	+5,447	New	+$724K	0.42%	41

Other funds holding IEI

PCA

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Running Point Capital Advisors's IEI Position: Q1 2022 in Review

Running Point Capital Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2022, closing a stake of 257 shares — an estimated $33K sold.

Running Point Capital Advisors first reported a position in IEI in Q4 2020 and held it in 5 quarters. The position peaked at $768K in Q3 2021. 536 funds tracked by Wall St. Rank hold IEI as of Q1 2022.

Running Point Capital Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Running Point Capital Advisors sold 257 iShares 3-7 Year Treasury Bond ETF shares in Q1 2022, an estimated $33K.
Running Point Capital Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2020 and held it in 5 quarters.
Running Point Capital Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $768K in Q3 2021.
536 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2022.

Based on Running Point Capital Advisors's 13F filing for Q1 2022, filed 12 May 2022.