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United Services Automobile Association’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

United Services Automobile Association’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 		– Sell
-164,356
Closed -$18.3M – 181
2020
Q4 		$18.3M Buy
+164,356
New +$19.8M 0.31% 62
2020
Q3 		– Sell
-164,356
Closed -$18.3M – 199
2020
Q2 		$18.3M Sell
164,356
-681,814
-81% -$82.8M 0.39% 54
2020
Q1 		$98.3M Buy
846,170
+681,814
+415% +$78.5M 1.32% 14
2019
Q4 		$18.3M Sell
164,356
-640,235
-80% -$71.4M 0.21% 78
2019
Q3 		$90.5M Sell
804,591
-1,745,707
-68% -$195M 1.14% 17
2019
Q2 		$281M Sell
2,550,298
-68,827
-3% -$7.38M 0.7% 19
2019
Q1 		$279M Buy
2,619,125
+2,569,123
+5,138% +$269M 0.72% 17
2018
Q4 		$5.21M Buy
+50,002
New +$5.06M 0.02% 744
2018
Q3 		– Sell
-694,812
Closed -$71.2M – 2333
2018
Q2 		$71.2M Buy
694,812
+61,988
+10% +$6.31M 0.19% 128
2018
Q1 		$65.3M Sell
632,824
-259,557
-29% -$26.7M 0.18% 140
2017
Q4 		$94.2M Buy
892,381
+11,360
+1% +$1.2M 0.26% 85
2017
Q3 		$93.8M Sell
881,021
-79,600
-8% -$8.53M 0.27% 79
2017
Q2 		$102M Sell
960,621
-68,761
-7% -$7.34M 0.31% 66
2017
Q1 		$109M Buy
1,029,382
+431,741
+72% +$45.3M 0.34% 67
2016
Q4 		$62.6M Sell
597,641
-92,598
-13% -$9.95M 0.21% 109
2016
Q3 		$77.2M Sell
690,239
-2,159,828
-76% -$242M 0.26% 88
2016
Q2 		$322M Sell
2,850,067
-191,597
-6% -$21.2M 1.15% 6
2016
Q1 		$336M Sell
3,041,664
-516,162
-15% -$56.3M 1.21% 4
2015
Q4 		$376M Buy
3,557,826
+165,380
+5% +$17.6M 1.34% 6
2015
Q3 		$366M Buy
3,392,446
+563,058
+20% +$59.8M 1.37% 7
2015
Q2 		$297M Buy
2,829,388
+235,504
+9% +$25.1M 1.04% 9
2015
Q1 		$281M Buy
2,593,884
+127,909
+5% +$13.8M 0.99% 10
2014
Q4 		$261M Buy
2,465,975
+480,194
+24% +$50.6M 0.92% 11
2014
Q3 		$206M Buy
1,985,781
+187,266
+10% +$19.4M 0.74% 21
2014
Q2 		$186M Sell
1,798,515
-1,917
-0.1% -$197K 0.68% 24
2014
Q1 		$183M Buy
1,800,432
+82,123
+5% +$8.34M 0.71% 22
2013
Q4 		$171M Buy
1,718,309
+343,501
+25% +$34.9M 0.68% 20
2013
Q3 		$140M Buy
1,374,808
+1,334,808
+3,337% +$135M 0.6% 27
2013
Q2 		$4.1M Buy
+40,000
New +$4.26M 0.02% 687

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

United Services Automobile Association's IEF Position: Q1 2021 in Review

United Services Automobile Association sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 164,356 shares — an estimated $18.3M sold.

United Services Automobile Association first reported a position in IEF in Q2 2013 and held it in 29 quarters. The position peaked at $376M in Q4 2015. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • United Services Automobile Association reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • United Services Automobile Association sold 164,356 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $18.3M.
  • United Services Automobile Association first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 29 quarters.
  • United Services Automobile Association's iShares 7-10 Year Treasury Bond ETF position peaked at $376M in Q4 2015.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on United Services Automobile Association's 13F filing for Q1 2021, filed 14 May 2021.