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SHV icon

BOK Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

BOK Financial’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,979
Closed -$547K – 1246
2022
Q4 		$547K Sell
4,979
-6,966
-58% -$766K 0.01% 654
2022
Q3 		$1.31M Buy
+11,945
New +$1.31M 0.03% 447
2022
Q1 		– Sell
-2,450
Closed -$270K – 1018
2021
Q4 		$270K Sell
2,450
-2
-0.1% -$221 ﹤0.01% 856
2021
Q3 		$271K Buy
+2,452
New +$271K ﹤0.01% 841
2021
Q1 		$253K Sell
2,287
-3,573
-61% -$395K ﹤0.01% 829
2020
Q4 		$648K Sell
5,860
-276
-4% -$30.5K 0.01% 616
2020
Q3 		$680K Buy
6,136
+2,216
+57% +$245K 0.01% 547
2020
Q2 		$434K Sell
3,920
-524
-12% -$58.1K 0.01% 664
2020
Q1 		$493K Buy
+4,444
New +$492K 0.01% 581
2019
Q3 		– Sell
-2,212
Closed -$245K – 939
2019
Q2 		$245K Buy
+2,212
New +$244K 0.01% 821

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BOK Financial's SHV Position: Q1 2023 in Review

BOK Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2023, closing a stake of 4,979 shares — an estimated $547K sold.

BOK Financial first reported a position in SHV in Q2 2019 and held it in 10 quarters. The position peaked at $1.31M in Q3 2022. 611 funds tracked by Wall St. Rank hold SHV as of Q1 2023.

  • BOK Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 4,979 iShares 0-1 Year Treasury Bond ETF shares in Q1 2023, an estimated $547K.
  • BOK Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2019 and held it in 10 quarters.
  • BOK Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $1.31M in Q3 2022.
  • 611 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2023.

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