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BOK Financial Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BOK Financial Private Wealth’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-197
Closed -$16.2K – 534
2023
Q4 		$16.2K Buy
+197
New +$16K ﹤0.01% 334
2023
Q2 		– Sell
-665
Closed -$54.6K – 439
2023
Q1 		$54.6K Buy
+665
New +$54.2K ﹤0.01% 237
2020
Q3 		– Sell
-10,921
Closed -$946K – 172
2020
Q2 		$946K Sell
10,921
-1,367
-11% -$118K 0.1% 100
2020
Q1 		$1.06M Sell
12,288
-980
-7% -$83.7K 0.13% 99
2019
Q4 		$1.12M Sell
13,268
-204
-2% -$17.3K 0.09% 97
2019
Q3 		$1.14M Buy
13,472
+132
+1% +$11.2K 0.16% 45
2019
Q2 		$1.13M Sell
13,340
-52,156
-80% -$4.39M 0.17% 44
2019
Q1 		$5.51M Sell
65,496
-21,620
-25% -$1.81M 0.74% 23
2018
Q4 		$7.29M Buy
87,116
+75,954
+680% +$6.31M 0.99% 19
2018
Q3 		$927K Buy
11,162
+5,290
+90% +$440K 0.15% 44
2018
Q2 		$490K Buy
+5,872
New +$489K 0.08% 52
2017
Q4 		– Sell
-3,134
Closed -$265K – 129
2017
Q3 		$265K Buy
3,134
+345
+12% +$29.2K 0.04% 99
2017
Q2 		$236K Sell
2,789
-526
-16% -$44.5K 0.03% 119
2017
Q1 		$280K Sell
3,315
-2,515
-43% -$212K 0.04% 106
2016
Q4 		$492K Sell
5,830
-823
-12% -$69.7K 0.07% 80
2016
Q3 		$566K Buy
6,653
+851
+15% +$72.4K 0.09% 76
2016
Q2 		$495K Buy
+5,802
New +$493K 0.08% 81

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BOK Financial Private Wealth's SHY Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 197 shares — an estimated $16.2K sold.

BOK Financial Private Wealth first reported a position in SHY in Q2 2016 and held it in 17 quarters. The position peaked at $7.29M in Q4 2018. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 197 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $16.2K.
  • BOK Financial Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and held it in 17 quarters.
  • BOK Financial Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $7.29M in Q4 2018.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.