BOK Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.5M | Buy |
569,092
+36,313
| +7% | +$3.63M | 0.86% | 23 |
|
|
2025
Q4 | $53.2M | Buy |
532,779
+180,632
| +51% | +$18.1M | 0.81% | 24 |
|
|
2025
Q3 | $35.3M | Buy |
352,147
+18,132
| +5% | +$1.8M | 0.53% | 36 |
|
|
2025
Q2 | $33.1M | Sell |
334,015
-3,183
| -0.9% | -$312K | 0.54% | 37 |
|
|
2025
Q1 | $33.4M | Sell |
337,198
-75,111
| -18% | -$7.34M | 0.59% | 35 |
|
|
2024
Q4 | $39.6M | Buy |
412,309
+79,548
| +24% | +$7.83M | 0.67% | 31 |
|
|
2024
Q3 | $33.5M | Buy |
332,761
+32,971
| +11% | +$3.29M | 0.59% | 36 |
|
|
2024
Q2 | $29.1M | Buy |
299,790
+14,556
| +5% | +$1.41M | 0.52% | 43 |
|
|
2024
Q1 | $27.7M | Sell |
285,234
-325,278
| -53% | -$31.8M | 0.5% | 49 |
|
|
2023
Q4 | $60.6M | Buy |
610,512
+357,262
| +141% | +$34M | 1.19% | 11 |
|
|
2023
Q3 | $23.4M | Sell |
253,250
-20,773
| -8% | -$2M | 0.52% | 46 |
|
|
2023
Q2 | $26.8M | Sell |
274,023
-16,966
| -6% | -$1.68M | 0.55% | 44 |
|
|
2023
Q1 | $29M | Sell |
290,989
-1,045,340
| -78% | -$103M | 0.61% | 37 |
|
|
2022
Q4 | $130M | Buy |
1,336,329
+1,034,758
| +343% | +$100M | 2.39% | 5 |
|
|
2022
Q3 | $29.1M | Sell |
301,571
-60,325
| -17% | -$6.1M | 0.59% | 36 |
|
|
2022
Q2 | $36.8M | Buy |
361,896
+96,753
| +36% | +$9.94M | 0.71% | 25 |
|
|
2022
Q1 | $28.4M | Sell |
265,143
-42,840
| -14% | -$4.71M | 0.47% | 49 |
|
|
2021
Q4 | $35.1M | Buy |
307,983
+24,201
| +9% | +$2.77M | 0.54% | 41 |
|
|
2021
Q3 | $32.6M | Buy |
+283,782
| New | +$32.9M | 0.56% | 37 |
|
|
2021
Q1 | $31.4M | Buy |
275,442
+1,647
| +0.6% | +$191K | 0.57% | 37 |
|
|
2020
Q4 | $32.4M | Buy |
273,795
+27,337
| +11% | +$3.22M | 0.62% | 28 |
|
|
2020
Q3 | $29.1M | Sell |
246,458
-7,425
| -3% | -$881K | 0.64% | 29 |
|
|
2020
Q2 | $30M | Buy |
253,883
+1,916
| +0.8% | +$224K | 0.71% | 26 |
|
|
2020
Q1 | $29.1M | Sell |
251,967
-31,049
| -11% | -$3.54M | 0.84% | 17 |
|
|
2019
Q4 | $31.8M | Buy |
283,016
+2,244
| +0.8% | +$253K | 0.72% | 23 |
|
|
2019
Q3 | $31.8M | Buy |
280,772
+33,497
| +14% | +$3.77M | 0.77% | 21 |
|
|
2019
Q2 | $27.5M | Buy |
247,275
+28,974
| +13% | +$3.17M | 0.66% | 27 |
|
|
2019
Q1 | $23.8M | Sell |
218,301
-5,007
| -2% | -$537K | 0.57% | 34 |
|
|
2018
Q4 | $23.8M | Sell |
223,308
-4,023
| -2% | -$422K | 0.68% | 28 |
|
|
2018
Q3 | $24M | Sell |
227,331
-8,677
| -4% | -$920K | 0.6% | 28 |
|
|
2018
Q2 | $25.1M | Buy |
236,008
+166,280
| +238% | +$17.6M | 0.68% | 26 |
|
|
2018
Q1 | $7.48M | Sell |
69,728
-860
| -1% | -$92.3K | 0.21% | 115 |
|
|
2017
Q4 | $7.72M | Buy |
70,588
+10,730
| +18% | +$1.17M | 0.21% | 114 |
|
|
2017
Q3 | $6.56M | Buy |
+59,858
| New | +$6.57M | 0.19% | 123 |
|
Other funds holding AGG
BOK Financial's AGG Position: Q1 2026 in Review
BOK Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q1 2026, buying an estimated $3.63M and bringing the position to 569,092 shares worth $56.5M. The position accounts for 0.86% of the portfolio, ranked #23.
BOK Financial first reported a position in AGG in Q3 2017 and has held it in 34 quarters since. The position peaked at $130M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- BOK Financial held 569,092 shares of iShares Core US Aggregate Bond ETF worth $56.5M as of Q1 2026.
- BOK Financial bought 36,313 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $3.63M.
- iShares Core US Aggregate Bond ETF made up 0.86% of BOK Financial's portfolio in Q1 2026, its #23 holding.
- BOK Financial first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 34 quarters since.
- BOK Financial's iShares Core US Aggregate Bond ETF position peaked at $130M in Q4 2022.
- 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.