Ledyard National Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ledyard National Bank’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
2020 Q2	–	Sell	-1,984	Closed	-$241K	–	228
2020 Q1	$241K	Buy	1,984 +12	+0.6%	+$1.38K	0.04%	211
2019 Q4	$217K	Sell	1,972 -200	-9%	-$22.3K	0.03%	246
2019 Q3	$244K	Buy	2,172 +66	+3%	+$7.36K	0.03%	233
2019 Q2	$232K	Buy	+2,106	New	+$226K	0.03%	245
2019 Q1	–	Sell	-1,300	Closed	-$135K	–	434
2018 Q4	$135K	Hold	1,300	–	–	0.02%	299
2018 Q3	$132K	Sell	1,300 -274	-17%	-$27.9K	0.02%	328
2018 Q2	$161K	Sell	1,574 -174	-10%	-$17.7K	0.02%	309
2018 Q1	$180K	Hold	1,748	–	–	0.02%	302
2017 Q4	$185K	Buy	+1,748	New	+$185K	0.02%	314

Other funds holding IEF

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ledyard National Bank's IEF Position: Q2 2020 in Review

Ledyard National Bank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2020, closing a stake of 1,984 shares — an estimated $241K sold.

Ledyard National Bank first reported a position in IEF in Q4 2017 and held it in 9 quarters. The position peaked at $244K in Q3 2019. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Ledyard National Bank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2020 after selling out during the quarter.
Ledyard National Bank sold 1,984 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $241K.
Ledyard National Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 9 quarters.
Ledyard National Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $244K in Q3 2019.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Ledyard National Bank's 13F filing for Q2 2020, filed 24 Jul 2020.