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BOK Financial’s iShares Agency Bond ETF AGZ Stock Holding History

BOK Financial’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-227
Closed -$24.4K – 1282
2024
Q4 		$24.4K Hold
227
– – ﹤0.01% 891
2024
Q3 		$25K Buy
+227
New +$24.9K ﹤0.01% 894
2017
Q4 		– Sell
-835
Closed -$95K – 918
2017
Q3 		$95K Buy
+835
New +$95.1K ﹤0.01% 935

Other funds holding AGZ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

BOK Financial's AGZ Position: Q1 2025 in Review

BOK Financial sold out of iShares Agency Bond ETF (AGZ) in Q1 2025, closing a stake of 227 shares — an estimated $24.4K sold.

BOK Financial first reported a position in AGZ in Q3 2017 and held it in 3 quarters. The position peaked at $95K in Q3 2017. 139 funds tracked by Wall St. Rank hold AGZ as of Q1 2025.

  • BOK Financial reported no remaining iShares Agency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 227 iShares Agency Bond ETF shares in Q1 2025, an estimated $24.4K.
  • BOK Financial first reported a position in iShares Agency Bond ETF in Q3 2017 and held it in 3 quarters.
  • BOK Financial's iShares Agency Bond ETF position peaked at $95K in Q3 2017.
  • 139 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.