BOK Financial Private Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

BOK Financial Private Wealth’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,055	Closed	-$26.4K	–	567
2024 Q4	$26.4K	Hold	1,055	–	–	﹤0.01%	308
2024 Q3	$26.5K	Hold	1,055	–	–	﹤0.01%	315
2024 Q2	$26.2K	Hold	1,055	–	–	﹤0.01%	321
2024 Q1	$26.2K	Sell	1,055 -284	-21%	-$7.03K	﹤0.01%	311
2023 Q4	$33.2K	Buy	1,339 +284	+27%	+$6.96K	﹤0.01%	285
2023 Q3	$25.7K	Buy	+1,055	New	+$25.7K	﹤0.01%	282

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

BOK Financial Private Wealth's IBDQ Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 1,055 shares — an estimated $26.4K sold.

BOK Financial Private Wealth first reported a position in IBDQ in Q3 2023 and held it in 6 quarters. The position peaked at $33.2K in Q4 2023. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

BOK Financial Private Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 1,055 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $26.4K.
BOK Financial Private Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 6 quarters.
BOK Financial Private Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $33.2K in Q4 2023.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.