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IEI icon

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

BOK Financial’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
2026
Q2 		$4.23K Buy
+36
New +$4.24K ﹤0.01% 1057
2025
Q4 		– Sell
-8,276
Closed -$989K – 1064
2025
Q3 		$989K Hold
8,276
– – 0.01% 449
2025
Q2 		$986K Hold
8,276
– – 0.02% 448
2025
Q1 		$978K Sell
8,276
-89
-1% -$10.4K 0.02% 437
2024
Q4 		$959K Hold
8,365
– – 0.02% 446
2024
Q3 		$996K Hold
8,365
– – 0.02% 442
2024
Q2 		$966K Hold
8,365
– – 0.02% 476
2024
Q1 		$962K Hold
8,365
– – 0.02% 486
2023
Q4 		$980K Buy
8,365
+89
+1% +$10.2K 0.02% 462
2023
Q3 		$929K Hold
8,276
– – 0.02% 450
2023
Q2 		$954K Hold
8,276
– – 0.02% 466
2023
Q1 		$974K Sell
8,276
-2,601
-24% -$302K 0.02% 460
2022
Q4 		$1.25M Buy
10,877
+275
+3% +$31.5K 0.02% 460
2022
Q3 		$1.21M Buy
10,602
+356
+3% +$42.1K 0.02% 463
2022
Q2 		$1.22M Buy
10,246
+77
+0.8% +$9.2K 0.02% 482
2022
Q1 		$1.24M Buy
10,169
+1,336
+15% +$168K 0.02% 518
2021
Q4 		$1.14M Buy
8,833
+6,415
+265% +$828K 0.02% 547
2021
Q3 		$315K Buy
+2,418
New +$317K 0.01% 800
2019
Q1 		– Sell
-1,742
Closed -$211K – 923
2018
Q4 		$211K Buy
+1,742
New +$208K 0.01% 814
2017
Q4 		– Sell
-1,004
Closed -$124K – 997
2017
Q3 		$124K Buy
+1,004
New +$124K ﹤0.01% 916

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK Financial's IEI Position: Q2 2026 in Review

BOK Financial opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 36 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: BOK Financial previously reported a position in IEI as recently as Q3 2025.

BOK Financial first reported a position in IEI in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.25M in Q4 2022. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • BOK Financial held 36 shares of iShares 3-7 Year Treasury Bond ETF worth $4.23K as of Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new BOK Financial position in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1057 holding.
  • BOK Financial first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2017 and has held it in 20 quarters since.
  • BOK Financial's iShares 3-7 Year Treasury Bond ETF position peaked at $1.25M in Q4 2022.
  • 817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.