BF
IBDN

BOK Financial’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

BOK Financial’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20,745
Closed -$518K – 971
2017
Q4 		$518K Hold
20,745
– – 0.01% 656
2017
Q3 		$524K Buy
+20,745
New +$524K 0.02% 648

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

BOK Financial's IBDN Position: Q1 2018 in Review

BOK Financial sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2018, closing a stake of 20,745 shares — an estimated $518K sold.

BOK Financial first reported a position in IBDN in Q3 2017 and held it in 2 quarters. The position peaked at $524K in Q3 2017. 79 funds tracked by Wall St. Rank hold IBDN as of Q1 2018.

  • BOK Financial reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • BOK Financial sold 20,745 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2018, an estimated $518K.
  • BOK Financial first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2017 and held it in 2 quarters.
  • BOK Financial's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $524K in Q3 2017.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2018.

Based on BOK Financial's 13F filing for Q1 2018, filed 14 May 2018.