BOK Financial’s iShares US Treasury Bond ETF GOVT Stock Holding History

BOK Financial’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-370	Closed	-$8.5K	–	1218
2025 Q1	$8.5K	Sell	370 -2,964	-89%	-$67.2K	﹤0.01%	992
2024 Q4	$74.2K	Buy	3,334 +1,776	+114%	+$40.5K	﹤0.01%	773
2024 Q3	$36.3K	Buy	+1,558	New	+$36.1K	﹤0.01%	864
2024 Q1	–	Sell	-8,704	Closed	-$201K	–	1250
2023 Q4	$201K	Buy	8,704 +8,334	+2,252%	+$186K	﹤0.01%	657
2023 Q3	$8.04K	Sell	370 -17,771	-98%	-$400K	﹤0.01%	911
2023 Q2	$415K	Sell	18,141 -3,786	-17%	-$87.8K	0.01%	575
2023 Q1	$513K	Buy	+21,927	New	+$506K	0.01%	562
2021 Q1	$298K	Sell	11,360 -363	-3%	-$9.7K	0.01%	783
2020 Q4	$319K	Buy	+11,723	New	+$323K	0.01%	756
2017 Q4	–	Sell	-963	Closed	-$24K	–	987
2017 Q3	$24K	Buy	+963	New	+$24.4K	﹤0.01%	1036

Other funds holding GOVT

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return