Atlantic Union Bankshares’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Atlantic Union Bankshares’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
2026 Q1	$30.8K	Hold	260	–	–	﹤0.01%	1014
2025 Q4	$31K	Hold	260	–	–	﹤0.01%	1008
2025 Q3	$31.1K	Buy	260 +211	+431%	+$25.1K	﹤0.01%	1025
2025 Q2	$5.83K	Buy	+49	New	+$5.78K	﹤0.01%	980
2024 Q3	–	Sell	-1,964	Closed	-$227K	–	322
2024 Q2	$227K	Buy	+1,964	New	+$225K	0.01%	296

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlantic Union Bankshares's IEI Position: Q1 2026 in Review

Atlantic Union Bankshares held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q1 2026 at 260 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Atlantic Union Bankshares first reported a position in IEI in Q2 2024 and has held it in 5 quarters since. The position peaked at $227K in Q2 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

Atlantic Union Bankshares held 260 shares of iShares 3-7 Year Treasury Bond ETF worth $30.8K as of Q1 2026.
Atlantic Union Bankshares left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #1014 holding.
Atlantic Union Bankshares first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares 3-7 Year Treasury Bond ETF position peaked at $227K in Q2 2024.
833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.