BOK Financial Private Wealth’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

BOK Financial Private Wealth’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
2024 Q1	–	Sell	-74	Closed	-$8.67K	–	507
2023 Q4	$8.67K	Buy	+74	New	+$8.45K	﹤0.01%	373
2023 Q2	–	Sell	-545	Closed	-$64.1K	–	409
2023 Q1	$64.1K	Buy	+545	New	+$63.3K	0.01%	228
2017 Q4	–	Sell	-1,714	Closed	-$212K	–	126
2017 Q3	$212K	Sell	1,714 -690	-29%	-$85.6K	0.03%	120
2017 Q2	$297K	Hold	2,404	–	–	0.04%	100
2017 Q1	$296K	Hold	2,404	–	–	0.04%	104
2016 Q4	$295K	Sell	2,404 -828	-26%	-$103K	0.04%	107
2016 Q3	$409K	Hold	3,232	–	–	0.06%	94
2016 Q2	$412K	Buy	+3,232	New	+$407K	0.07%	87

Other funds holding IEI

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BOK Financial Private Wealth's IEI Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 74 shares — an estimated $8.67K sold.

BOK Financial Private Wealth first reported a position in IEI in Q2 2016 and held it in 8 quarters. The position peaked at $412K in Q2 2016. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

BOK Financial Private Wealth reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 74 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $8.67K.
BOK Financial Private Wealth first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2016 and held it in 8 quarters.
BOK Financial Private Wealth's iShares 3-7 Year Treasury Bond ETF position peaked at $412K in Q2 2016.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.