CBU
IBDM

CIBC Bank USA’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

CIBC Bank USA’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$678K Hold
27,175
– – 0.09% 133
2019
Q3 		$679K Hold
27,175
– – 0.1% 125
2019
Q2 		$677K Hold
27,175
– – 0.09% 127
2019
Q1 		$672K Hold
27,175
– – 0.09% 121
2018
Q4 		$662K Buy
+27,175
New +$659K 0.11% 108

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

CIBC Bank USA held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q4 2019 at 27,175 shares worth $678K. The position accounts for 0.09% of the portfolio, ranked #133.

CIBC Bank USA first reported a position in IBDM in Q4 2018 and has held it in 5 quarters since. The position peaked at $679K in Q3 2019. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

  • CIBC Bank USA held 27,175 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $678K as of Q4 2019.
  • CIBC Bank USA left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q4 2019.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.09% of CIBC Bank USA's portfolio in Q4 2019, its #133 holding.
  • CIBC Bank USA first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
  • CIBC Bank USA's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $679K in Q3 2019.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

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