CBU
IBDN

CIBC Bank USA’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

CIBC Bank USA’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$273K Hold
10,813
– – 0.04% 237
2019
Q3 		$274K Hold
10,813
– – 0.04% 230
2019
Q2 		$273K Hold
10,813
– – 0.04% 219
2019
Q1 		$269K Hold
10,813
– – 0.04% 212
2018
Q4 		$261K Buy
+10,813
New +$261K 0.04% 203

Other funds holding IBDN

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

CIBC Bank USA held its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) position steady in Q4 2019 at 10,813 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #237.

CIBC Bank USA first reported a position in IBDN in Q4 2018 and has held it in 5 quarters since. The position peaked at $274K in Q3 2019. 165 funds tracked by Wall St. Rank hold IBDN as of Q4 2019.

  • CIBC Bank USA held 10,813 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $273K as of Q4 2019.
  • CIBC Bank USA left its iShares iBonds Dec 2022 Term Corporate ETF share count unchanged in Q4 2019.
  • iShares iBonds Dec 2022 Term Corporate ETF made up 0.04% of CIBC Bank USA's portfolio in Q4 2019, its #237 holding.
  • CIBC Bank USA first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
  • CIBC Bank USA's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $274K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2019.

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