United Bank (Virginia)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

United Bank (Virginia)’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-12,069	Closed	-$1.6M	–	177
2020 Q4	$1.6M	Hold	12,069	–	–	0.24%	57
2020 Q3	$1.61M	Sell	12,069 -177	-1%	-$23.7K	0.28%	49
2020 Q2	$1.64M	Sell	12,246 -213	-2%	-$28.4K	0.3%	50
2020 Q1	$1.66M	Hold	12,459	–	–	0.36%	46
2019 Q4	$1.57M	Buy	12,459 +1,185	+11%	+$150K	0.27%	57
2019 Q3	$1.43M	Hold	11,274	–	–	0.26%	57
2019 Q2	$1.42M	Hold	11,274	–	–	0.24%	59
2019 Q1	$1.39M	Buy	11,274 +1,182	+12%	+$144K	0.25%	56
2018 Q4	$1.23M	Hold	10,092	–	–	0.25%	55
2018 Q3	$1.2M	Hold	10,092	–	–	0.25%	55
2018 Q2	$1.21M	Buy	+10,092	New	+$1.21M	0.28%	47

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Bank (Virginia)'s IEI Position: Q1 2021 in Review

United Bank (Virginia) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 12,069 shares — an estimated $1.6M sold.

United Bank (Virginia) first reported a position in IEI in Q2 2018 and held it in 11 quarters. The position peaked at $1.66M in Q1 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

United Bank (Virginia) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
United Bank (Virginia) sold 12,069 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $1.6M.
United Bank (Virginia) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 11 quarters.
United Bank (Virginia)'s iShares 3-7 Year Treasury Bond ETF position peaked at $1.66M in Q1 2020.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on United Bank (Virginia)'s 13F filing for Q1 2021, filed 23 Apr 2021.