Zions Bancorporation’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Zions Bancorporation’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
2022 Q3	–	Sell	-935	Closed	-$112K	–	997
2022 Q2	$112K	Buy	935 +908	+3,363%	+$109K	0.01%	370
2022 Q1	$3K	Buy	+27	New	+$3.39K	﹤0.01%	1025

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Zions Bancorporation's IEI Position: Q3 2022 in Review

Zions Bancorporation sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2022, closing a stake of 935 shares — an estimated $112K sold.

Zions Bancorporation first reported a position in IEI in Q1 2022 and held it in 2 quarters. The position peaked at $112K in Q2 2022. 539 funds tracked by Wall St. Rank hold IEI as of Q3 2022.

Zions Bancorporation reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 935 iShares 3-7 Year Treasury Bond ETF shares in Q3 2022, an estimated $112K.
Zions Bancorporation first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
Zions Bancorporation's iShares 3-7 Year Treasury Bond ETF position peaked at $112K in Q2 2022.
539 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.