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BOK Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

BOK Financial’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5K Sell
114
-237
-68% -$23.8K ﹤0.01% 972
2026
Q1 		$35.3K Sell
351
-30
-8% -$3.02K ﹤0.01% 861
2025
Q4 		$38.2K Sell
381
-25
-6% -$2.51K ﹤0.01% 869
2025
Q3 		$40.9K Buy
+406
New +$40.8K ﹤0.01% 870

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BOK Financial's SGOV Position: Q2 2026 in Review

BOK Financial reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 68% in Q2 2026, selling an estimated $23.8K and leaving 114 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

BOK Financial first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $40.9K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • BOK Financial held 114 shares of iShares 0-3 Month Treasury Bond ETF worth $11.5K as of Q2 2026.
  • BOK Financial sold 237 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $23.8K.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #972 holding.
  • BOK Financial first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • BOK Financial's iShares 0-3 Month Treasury Bond ETF position peaked at $40.9K in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.