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BOK Financial’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

BOK Financial’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.1K Sell
1,200
-2,050
-63% -$43.3K ﹤0.01% 886
2025
Q4 		$68.7K Buy
+3,250
New +$68.9K ﹤0.01% 809

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial's IBDW Position: Q1 2026 in Review

BOK Financial reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 63% in Q1 2026, selling an estimated $43.3K and leaving 1,200 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

BOK Financial first reported a position in IBDW in Q4 2025 and has held it in 2 quarters since. The position peaked at $68.7K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • BOK Financial held 1,200 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $25.1K as of Q1 2026.
  • BOK Financial sold 2,050 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $43.3K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of BOK Financial's portfolio in Q1 2026, its #886 holding.
  • BOK Financial first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • BOK Financial's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $68.7K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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