BF
IBML

BOK Financial’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

BOK Financial’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-69,116
Closed -$1.76M – 954
2022
Q2 		$1.76M Hold
69,116
– – 0.03% 398
2022
Q1 		$1.76M Hold
69,116
– – 0.03% 440
2021
Q4 		$1.79M Buy
69,116
+57,564
+498% +$1.49M 0.03% 445
2021
Q3 		$300K Buy
+11,552
New +$301K 0.01% 815

Other funds holding IBML

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

BOK Financial's IBML Position: Q3 2022 in Review

BOK Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2022, closing a stake of 69,116 shares — an estimated $1.76M sold.

BOK Financial first reported a position in IBML in Q3 2021 and held it in 4 quarters. The position peaked at $1.79M in Q4 2021. 142 funds tracked by Wall St. Rank hold IBML as of Q3 2022.

  • BOK Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • BOK Financial sold 69,116 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2022, an estimated $1.76M.
  • BOK Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 4 quarters.
  • BOK Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.79M in Q4 2021.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2022.

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