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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

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Janney Montgomery Scott
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