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VeraBank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

VeraBank’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
2020
Q4 		– Sell
-2,223
Closed -$271K – 108
2020
Q3 		$271K Sell
2,223
-1,616
-42% -$197K 0.21% 90
2020
Q2 		$468K Buy
+3,839
New +$466K 0.38% 63

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VeraBank's IEF Position: Q4 2020 in Review

VeraBank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2020, closing a stake of 2,223 shares — an estimated $271K sold.

VeraBank first reported a position in IEF in Q2 2020 and held it in 2 quarters. The position peaked at $468K in Q2 2020. 693 funds tracked by Wall St. Rank hold IEF as of Q4 2020.

  • VeraBank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
  • VeraBank sold 2,223 iShares 7-10 Year Treasury Bond ETF shares in Q4 2020, an estimated $271K.
  • VeraBank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
  • VeraBank's iShares 7-10 Year Treasury Bond ETF position peaked at $468K in Q2 2020.
  • 693 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2020.

Based on VeraBank's 13F filing for Q4 2020, filed 29 Jan 2021.