BFPW
IBDR icon

BOK Financial Private Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

BOK Financial Private Wealth’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-297
Closed -$7.1K – 504
2023
Q4 		$7.1K Buy
+297
New +$6.97K ﹤0.01% 386

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BOK Financial Private Wealth's IBDR Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2024, closing a stake of 297 shares — an estimated $7.1K sold.

BOK Financial Private Wealth first reported a position in IBDR in Q4 2023 and held it in 1 quarter. The position peaked at $7.1K in Q4 2023. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 297 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2024, an estimated $7.1K.
  • BOK Financial Private Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.1K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.