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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

United Bank (Virginia)'s IEF Position: Q2 2021 in Review

United Bank (Virginia) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 58,303 shares — an estimated $6.58M sold.

United Bank (Virginia) first reported a position in IEF in Q1 2019 and held it in 9 quarters. The position peaked at $27M in Q1 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

United Bank (Virginia) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
United Bank (Virginia) sold 58,303 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $6.58M.
United Bank (Virginia) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 9 quarters.
United Bank (Virginia)'s iShares 7-10 Year Treasury Bond ETF position peaked at $27M in Q1 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on United Bank (Virginia)'s 13F filing for Q2 2021, filed 16 Aug 2021.