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

BOK Financial’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
2026 Q1	–	Sell	-5,207	Closed	-$126K	–	1070
2025 Q4	$126K	Buy	+5,207	New	+$127K	﹤0.01%	741
2025 Q3	–	Sell	-2,093	Closed	-$50.8K	–	1140
2025 Q2	$50.8K	Buy	+2,093	New	+$50.5K	﹤0.01%	828
2025 Q1	–	Sell	-1,750	Closed	-$41.9K	–	1323
2024 Q4	$41.9K	Hold	1,750	–	–	﹤0.01%	836
2024 Q3	$42.5K	Hold	1,750	–	–	﹤0.01%	840
2024 Q2	$41.5K	Hold	1,750	–	–	﹤0.01%	878
2024 Q1	$41.4K	Hold	1,750	–	–	﹤0.01%	867
2023 Q4	$41.9K	Buy	+1,750	New	+$40.8K	﹤0.01%	822
2018 Q2	–	Sell	-19,100	Closed	-$460K	–	936
2018 Q1	$460K	Buy	+19,100	New	+$463K	0.01%	659

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

BOK Financial's IBDS Position: Q1 2026 in Review

BOK Financial sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 5,207 shares — an estimated $126K sold.

BOK Financial first reported a position in IBDS in Q1 2018 and held it in 8 quarters. The position peaked at $460K in Q1 2018. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

BOK Financial reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
BOK Financial sold 5,207 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $126K.
BOK Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2018 and held it in 8 quarters.
BOK Financial's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $460K in Q1 2018.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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