UBV
IEF icon

United Bank (Virginia)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

United Bank (Virginia)’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
Q2 		– Sell
-58,303
Closed -$6.58M – 173
2021
Q1 		$6.58M Sell
58,303
-164,104
-74% -$19.1M 0.9% 28
2020
Q4 		$26.7M Buy
222,407
+5,636
+3% +$678K 3.99% 6
2020
Q3 		$26.4M Buy
216,771
+620
+0.3% +$75.6K 4.61% 5
2020
Q2 		$26.3M Sell
216,151
-5,996
-3% -$729K 4.77% 5
2020
Q1 		$27M Buy
222,147
+19,730
+10% +$2.27M 5.86% 3
2019
Q4 		$22.3M Buy
202,417
+20,489
+11% +$2.28M 3.86% 5
2019
Q3 		$20.5M Sell
181,928
-3,703
-2% -$413K 3.74% 4
2019
Q2 		$20.4M Sell
185,631
-7,740
-4% -$830K 3.41% 4
2019
Q1 		$20.6M Buy
+193,371
New +$20.2M 3.72% 4

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return