BF
IBMK

BOK Financial’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

BOK Financial’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-68,998
Closed -$1.79M – 955
2022
Q2 		$1.79M Hold
68,998
– – 0.03% 392
2022
Q1 		$1.79M Hold
68,998
– – 0.03% 436
2021
Q4 		$1.8M Buy
68,998
+49,789
+259% +$1.3M 0.03% 444
2021
Q3 		$503K Buy
+19,209
New +$504K 0.01% 727

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BOK Financial's IBMK Position: Q3 2022 in Review

BOK Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 68,998 shares — an estimated $1.79M sold.

BOK Financial first reported a position in IBMK in Q3 2021 and held it in 4 quarters. The position peaked at $1.8M in Q4 2021. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • BOK Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • BOK Financial sold 68,998 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $1.79M.
  • BOK Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2021 and held it in 4 quarters.
  • BOK Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.8M in Q4 2021.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on BOK Financial's 13F filing for Q3 2022, filed 14 Nov 2022.