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

Zions Bancorporation’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
2024 Q1	–	Sell	-1,557	Closed	-$150K	–	913
2023 Q4	$150K	Buy	+1,557	New	+$144K	0.01%	336
2022 Q2	–	Sell	-1,063	Closed	-$114K	–	1104
2022 Q1	$114K	Buy	+1,063	New	+$118K	0.01%	400
2016 Q3	–	Sell	-33	Closed	-$4K	–	856
2016 Q2	$4K	Buy	+33	New	+$3.65K	﹤0.01%	605
2015 Q3	–	Sell	-178	Closed	-$18K	–	861
2015 Q2	$18K	Buy	178 +6	+3%	+$639	﹤0.01%	217
2015 Q1	$19K	Buy	+172	New	+$18.6K	﹤0.01%	385

Other funds holding IEF

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Zions Bancorporation's IEF Position: Q1 2024 in Review

Zions Bancorporation sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2024, closing a stake of 1,557 shares — an estimated $150K sold.

Zions Bancorporation first reported a position in IEF in Q1 2015 and held it in 5 quarters. The position peaked at $150K in Q4 2023. 900 funds tracked by Wall St. Rank hold IEF as of Q1 2024.

Zions Bancorporation reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Zions Bancorporation sold 1,557 iShares 7-10 Year Treasury Bond ETF shares in Q1 2024, an estimated $150K.
Zions Bancorporation first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and held it in 5 quarters.
Zions Bancorporation's iShares 7-10 Year Treasury Bond ETF position peaked at $150K in Q4 2023.
900 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2024.

Based on Zions Bancorporation's 13F filing for Q1 2024, filed 14 May 2024.