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	–	986
2017 Q3	$24K	Buy	+963	New	+$24.4K	﹤0.01%	1036

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BOK Financial's GOVT Position: Q2 2025 in Review

BOK Financial sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2025, closing a stake of 370 shares — an estimated $8.5K sold.

BOK Financial first reported a position in GOVT in Q3 2017 and held it in 10 quarters. The position peaked at $513K in Q1 2023. 772 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

BOK Financial reported no remaining iShares US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 370 iShares US Treasury Bond ETF shares in Q2 2025, an estimated $8.5K.
BOK Financial first reported a position in iShares US Treasury Bond ETF in Q3 2017 and held it in 10 quarters.
BOK Financial's iShares US Treasury Bond ETF position peaked at $513K in Q1 2023.
772 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.