CIBC Private Wealth Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

CIBC Private Wealth Group’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$587K	Sell	25,489 -656	-3%	-$15.2K	﹤0.01%	836
2025 Q3	$604K	Buy	26,145 +6,939	+36%	+$159K	﹤0.01%	810
2025 Q2	$441K	Buy	19,206 +12,541	+188%	+$286K	﹤0.01%	866
2025 Q1	$152K	Sell	6,665 -11,450	-63%	-$260K	﹤0.01%	1181
2024 Q4	$405K	Sell	18,115 -7,048	-28%	-$161K	﹤0.01%	925
2024 Q3	$590K	Sell	25,163 -45	-0.2%	-$1.04K	﹤0.01%	822
2024 Q2	$571K	Buy	25,208 +22,477	+823%	+$504K	﹤0.01%	785
2024 Q1	$61.5K	Buy	+2,731	New	+$62.1K	﹤0.01%	1590

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CIBC Private Wealth Group's GOVT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 2.5% in Q4 2025, selling an estimated $15.2K and leaving 25,489 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

CIBC Private Wealth Group first reported a position in GOVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $604K in Q3 2025. 833 funds tracked by Wall St. Rank hold GOVT as of Q4 2025.

CIBC Private Wealth Group held 25,489 shares of iShares US Treasury Bond ETF worth $587K as of Q4 2025.
CIBC Private Wealth Group sold 656 iShares US Treasury Bond ETF shares in Q4 2025, an estimated $15.2K.
iShares US Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #836 holding.
CIBC Private Wealth Group first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's iShares US Treasury Bond ETF position peaked at $604K in Q3 2025.
833 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.