TF
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Tompkins Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tompkins Financial’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
2021
Q1 		$96K Hold
850
– – 0.02% 191
2020
Q4 		$102K Hold
850
– – 0.02% 171
2020
Q3 		$104K Buy
+850
New +$104K 0.02% 181

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Tompkins Financial's IEF Position: Q1 2021 in Review

Tompkins Financial held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2021 at 850 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #191.

Tompkins Financial first reported a position in IEF in Q3 2020 and has held it in 3 quarters since. The position peaked at $104K in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Tompkins Financial held 850 shares of iShares 7-10 Year Treasury Bond ETF worth $96K as of Q1 2021.
  • Tompkins Financial left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2021.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Tompkins Financial's portfolio in Q1 2021, its #191 holding.
  • Tompkins Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • Tompkins Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $104K in Q3 2020.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.