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BOK Financial Private Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

BOK Financial Private Wealth’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-293
Closed -$7.01K – 505
2023
Q4 		$7.01K Buy
+293
New +$6.84K ﹤0.01% 387

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BOK Financial Private Wealth sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2024, closing a stake of 293 shares — an estimated $7.01K sold.

BOK Financial Private Wealth first reported a position in IBDS in Q4 2023 and held it in 1 quarter. The position peaked at $7.01K in Q4 2023. 302 funds tracked by Wall St. Rank hold IBDS as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 293 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2024, an estimated $7.01K.
  • BOK Financial Private Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7.01K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2024.

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