SeaBridge Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

SeaBridge Investment 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 Q3	–	Sell	-2,235	Closed	-$267K	–	138
2022 Q2	$267K	Buy	+2,235	New	+$267K	0.09%	127
2021 Q1	–	Sell	-2,240	Closed	-$298K	–	133
2020 Q4	$298K	Hold	2,240	–	–	0.11%	127
2020 Q3	$299K	Hold	2,240	–	–	0.11%	117
2020 Q2	$299K	Hold	2,240	–	–	0.12%	119
2020 Q1	$299K	Hold	2,240	–	–	0.14%	116
2019 Q4	$282K	Sell	2,240 -80	-3%	-$10.1K	0.1%	123
2019 Q3	$294K	Buy	+2,320	New	+$293K	0.1%	125

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SeaBridge Investment Advisors's IEI Position: Q3 2022 in Review

SeaBridge Investment Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 2,235 shares — an estimated $267K sold.

SeaBridge Investment Advisors first reported a position in IEI in Q3 2019 and held it in 7 quarters. The position peaked at $299K in Q3 2020. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

SeaBridge Investment Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaBridge Investment Advisors sold 2,235 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $267K.
SeaBridge Investment Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 7 quarters.
SeaBridge Investment Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $299K in Q3 2020.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.