Enterprise Trust & Investment’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Enterprise Trust & Investment’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
2022 Q2	$12K	Buy	+116	New	+$11.9K	0.01%	209
2021 Q1	–	Sell	-148	Closed	-$17K	–	183
2020 Q4	$17K	Hold	148	–	–	0.01%	154
2020 Q3	$18K	Hold	148	–	–	0.01%	151
2020 Q2	$18K	Hold	148	–	–	0.01%	144
2020 Q1	$18K	Hold	148	–	–	0.01%	131
2019 Q4	$16K	Hold	148	–	–	0.01%	148
2019 Q3	$17K	Hold	148	–	–	0.01%	148
2019 Q2	$16K	Buy	+148	New	+$15.9K	0.01%	135

Other funds holding IEF

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Enterprise Trust & Investment's IEF Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022: 116 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Enterprise Trust & Investment previously reported a position in IEF as recently as Q4 2020.

Enterprise Trust & Investment first reported a position in IEF in Q2 2019 and has held it in 8 quarters since. The position peaked at $18K in Q3 2020. 700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Enterprise Trust & Investment held 116 shares of iShares 7-10 Year Treasury Bond ETF worth $12K as of Q2 2022.
iShares 7-10 Year Treasury Bond ETF was a new Enterprise Trust & Investment position in Q2 2022.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #209 holding.
Enterprise Trust & Investment first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 8 quarters since.
Enterprise Trust & Investment's iShares 7-10 Year Treasury Bond ETF position peaked at $18K in Q3 2020.
700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.