BOK Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

BOK Financial’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,292	Closed	-$378K	–	1208
2022 Q4	$378K	Hold	8,292	–	–	0.01%	728
2022 Q3	$361K	Buy	8,292 +2,840	+52%	+$130K	0.01%	721
2022 Q2	$249K	Buy	+5,452	New	+$249K	﹤0.01%	808
2022 Q1	–	Sell	-4,295	Closed	-$221K	–	996
2021 Q4	$221K	Hold	4,295	–	–	﹤0.01%	911
2021 Q3	$220K	Buy	+4,295	New	+$223K	﹤0.01%	896
2021 Q1	–	Sell	-3,852	Closed	-$200K	–	927
2020 Q4	$200K	Buy	+3,852	New	+$198K	﹤0.01%	872
2017 Q4	–	Sell	-3,525	Closed	-$170K	–	1014
2017 Q3	$170K	Buy	+3,525	New	+$170K	﹤0.01%	888

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BOK Financial's ITM Position: Q1 2023 in Review

BOK Financial sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2023, closing a stake of 8,292 shares — an estimated $378K sold.

BOK Financial first reported a position in ITM in Q3 2017 and held it in 7 quarters. The position peaked at $378K in Q4 2022. 169 funds tracked by Wall St. Rank hold ITM as of Q1 2023.

BOK Financial reported no remaining VanEck Intermediate Muni ETF position as of Q1 2023 after selling out during the quarter.
BOK Financial sold 8,292 VanEck Intermediate Muni ETF shares in Q1 2023, an estimated $378K.
BOK Financial first reported a position in VanEck Intermediate Muni ETF in Q3 2017 and held it in 7 quarters.
BOK Financial's VanEck Intermediate Muni ETF position peaked at $378K in Q4 2022.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.