CBU
IBDL

CIBC Bank USA’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

CIBC Bank USA’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$265K Hold
10,488
– – 0.04% 242
2019
Q3 		$266K Hold
10,488
– – 0.04% 234
2019
Q2 		$266K Hold
10,488
– – 0.04% 224
2019
Q1 		$265K Hold
10,488
– – 0.04% 216
2018
Q4 		$262K Buy
+10,488
New +$262K 0.04% 201

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CIBC Bank USA's IBDL Position: Q4 2019 in Review

CIBC Bank USA held its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) position steady in Q4 2019 at 10,488 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #242.

CIBC Bank USA first reported a position in IBDL in Q4 2018 and has held it in 5 quarters since. The position peaked at $266K in Q3 2019. 166 funds tracked by Wall St. Rank hold IBDL as of Q4 2019.

  • CIBC Bank USA held 10,488 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $265K as of Q4 2019.
  • CIBC Bank USA left its iShares iBonds Dec 2020 Term Corporate ETF share count unchanged in Q4 2019.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.04% of CIBC Bank USA's portfolio in Q4 2019, its #242 holding.
  • CIBC Bank USA first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
  • CIBC Bank USA's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $266K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.