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BOK Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BOK Financial’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-430
Closed -$22K – 1016
2017
Q3 		$22K Buy
+430
New +$22K ﹤0.01% 1045

Other funds holding IUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BOK Financial's IUSB Position: Q4 2017 in Review

BOK Financial sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2017, closing a stake of 430 shares — an estimated $22K sold.

BOK Financial first reported a position in IUSB in Q3 2017 and held it in 1 quarter. The position peaked at $22K in Q3 2017. 70 funds tracked by Wall St. Rank hold IUSB as of Q4 2017.

  • BOK Financial reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 430 iShares Core Universal USD Bond ETF shares in Q4 2017, an estimated $22K.
  • BOK Financial first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's iShares Core Universal USD Bond ETF position peaked at $22K in Q3 2017.
  • 70 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.