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

WesBanco Bank’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
2025 Q1	–	Sell	-2,223	Closed	-$206K	–	630
2024 Q4	$206K	Buy	+2,223	New	+$210K	0.01%	595
2021 Q4	–	Sell	-26,698	Closed	-$3.08M	–	598
2021 Q3	$3.08M	Sell	26,698 -15,581	-37%	-$1.82M	0.12%	156
2021 Q2	$4.88M	Buy	42,279 +10,569	+33%	+$1.21M	0.18%	121
2021 Q1	$3.58M	Buy	+31,710	New	+$3.69M	0.14%	146
2020 Q1	–	Sell	-37,966	Closed	-$4.18M	–	498
2019 Q4	$4.18M	Buy	37,966 +1,763	+5%	+$197K	0.19%	117
2019 Q3	$4.07M	Buy	+36,203	New	+$4.04M	0.2%	112

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WesBanco Bank's IEF Position: Q1 2025 in Review

WesBanco Bank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 2,223 shares — an estimated $206K sold.

WesBanco Bank first reported a position in IEF in Q3 2019 and held it in 6 quarters. The position peaked at $4.88M in Q2 2021. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

WesBanco Bank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
WesBanco Bank sold 2,223 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $206K.
WesBanco Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and held it in 6 quarters.
WesBanco Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $4.88M in Q2 2021.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on WesBanco Bank's 13F filing for Q1 2025, filed 14 Apr 2025.