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

BOK Financial’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
2026 Q1	–	Sell	-2,069	Closed	-$50.1K	–	1069
2025 Q4	$50.1K	Buy	+2,069	New	+$50.2K	﹤0.01%	845
2025 Q3	–	Sell	-2,400	Closed	-$58.2K	–	1139
2025 Q2	$58.2K	Buy	+2,400	New	+$58K	﹤0.01%	811
2025 Q1	–	Sell	-1,808	Closed	-$43.5K	–	1322
2024 Q4	$43.5K	Hold	1,808	–	–	﹤0.01%	828
2024 Q3	$43.8K	Buy	+1,808	New	+$43.5K	﹤0.01%	837

Other funds holding IBDR

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

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

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

HPC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BOK Financial's IBDR Position: Q1 2026 in Review

BOK Financial sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 2,069 shares — an estimated $50.1K sold.

BOK Financial first reported a position in IBDR in Q3 2024 and held it in 4 quarters. The position peaked at $58.2K in Q2 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

BOK Financial reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
BOK Financial sold 2,069 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $50.1K.
BOK Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 4 quarters.
BOK Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $58.2K in Q2 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.