Atlantic Union Bankshares’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atlantic Union Bankshares’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$136K	Hold	1,437	–	–	﹤0.01%	709
2026 Q1	$137K	Hold	1,437	–	–	﹤0.01%	669
2025 Q4	$138K	Hold	1,437	–	–	﹤0.01%	665
2025 Q3	$139K	Buy	+1,437	New	+$137K	﹤0.01%	675
2025 Q1	–	Sell	-2,281	Closed	-$211K	–	310
2024 Q4	$211K	Sell	2,281 -323	-12%	-$30.5K	0.01%	301
2024 Q3	$255K	Sell	2,604 -1,153	-31%	-$111K	0.01%	289
2024 Q2	$352K	Buy	+3,757	New	+$349K	0.02%	262
2021 Q1	–	Sell	-2,160	Closed	-$259K	–	262
2020 Q4	$259K	Buy	+2,160	New	+$260K	0.03%	245

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Atlantic Union Bankshares's IEF Position: Q2 2026 in Review

Atlantic Union Bankshares held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 1,437 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Atlantic Union Bankshares first reported a position in IEF in Q4 2020 and has held it in 8 quarters since. The position peaked at $352K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Atlantic Union Bankshares held 1,437 shares of iShares 7-10 Year Treasury Bond ETF worth $136K as of Q2 2026.
Atlantic Union Bankshares left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #709 holding.
Atlantic Union Bankshares first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
Atlantic Union Bankshares's iShares 7-10 Year Treasury Bond ETF position peaked at $352K in Q2 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.