Mechanics Bank - Trust Department’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mechanics Bank - Trust Department’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
2018 Q3	–	Sell	-2,330	Closed	-$239K	–	160
2018 Q2	$239K	Sell	2,330 -2,510	-52%	-$256K	0.05%	150
2018 Q1	$499K	Hold	4,840	–	–	0.12%	117
2017 Q4	$511K	Hold	4,840	–	–	0.12%	116
2017 Q3	$516K	Hold	4,840	–	–	0.12%	110
2017 Q2	$516K	Sell	4,840 -100	-2%	-$10.7K	0.12%	113
2017 Q1	$522K	Hold	4,940	–	–	0.13%	112
2016 Q4	$518K	Hold	4,940	–	–	0.13%	112
2016 Q3	$553K	Buy	+4,940	New	+$554K	0.13%	110

Other funds holding IEF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mechanics Bank - Trust Department's IEF Position: Q3 2018 in Review

Mechanics Bank - Trust Department sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2018, closing a stake of 2,330 shares — an estimated $239K sold.

Mechanics Bank - Trust Department first reported a position in IEF in Q3 2016 and held it in 8 quarters. The position peaked at $553K in Q3 2016. 379 funds tracked by Wall St. Rank hold IEF as of Q3 2018.

Mechanics Bank - Trust Department reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Mechanics Bank - Trust Department sold 2,330 iShares 7-10 Year Treasury Bond ETF shares in Q3 2018, an estimated $239K.
Mechanics Bank - Trust Department first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 8 quarters.
Mechanics Bank - Trust Department's iShares 7-10 Year Treasury Bond ETF position peaked at $553K in Q3 2016.
379 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2018.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2018, filed 26 Oct 2018.