BOK Financial Private Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BOK Financial Private Wealth’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-34	Closed	-$2K	–	373
2022 Q2	$2K	Buy	+34	New	+$1.62K	﹤0.01%	359
2020 Q3	–	Sell	-3,974	Closed	-$205K	–	169
2020 Q2	$205K	Sell	3,974 -149	-4%	-$7.61K	0.02%	160
2020 Q1	$208K	Sell	4,123 -186	-4%	-$9.39K	0.03%	177
2019 Q4	$217K	Buy	+4,309	New	+$217K	0.02%	174

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BOK Financial Private Wealth's ISTB Position: Q3 2022 in Review

BOK Financial Private Wealth sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2022, closing a stake of 34 shares — an estimated $2K sold.

BOK Financial Private Wealth first reported a position in ISTB in Q4 2019 and held it in 4 quarters. The position peaked at $217K in Q4 2019. 376 funds tracked by Wall St. Rank hold ISTB as of Q3 2022.

BOK Financial Private Wealth reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2022 after selling out during the quarter.
BOK Financial Private Wealth sold 34 iShares Core 1-5 Year USD Bond ETF shares in Q3 2022, an estimated $2K.
BOK Financial Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and held it in 4 quarters.
BOK Financial Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $217K in Q4 2019.
376 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2022.

Based on BOK Financial Private Wealth's 13F filing for Q3 2022, filed 4 Nov 2022.