Ownership history in BOKF, NA Β· 33 quarters on record
This page tracks every 13F SEC filing in which BOKF, NA reported a position in ISHARES CORE TOTAL US BOND MARKET (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BOKF, NA underperformed the S&P 500 by β13.6% annually on this AGG position. Timing score: 42% (13/31 decisions correct). Average cost basis: $89.55. Maximum drawdown during holding period: β15.9%.
β Significantly underperformed the S&P 500 by 13.6% ann.
31 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 31 add/trim decisions correct
Best entry: $85.13 (2018 Q2) Β· Worst: $101.24 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 14 trims. Bought during 5 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size