CIBC Private Wealth Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

CIBC Private Wealth Group’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
2021 Q3	–	Sell	-28,975	Closed	-$718K	–	1069
2021 Q2	$718K	Hold	28,975	–	–	﹤0.01%	729
2021 Q1	$720K	Hold	28,975	–	–	﹤0.01%	736
2020 Q4	$722K	Hold	28,975	–	–	﹤0.01%	698
2020 Q3	$729K	Buy	+28,975	New	+$727K	﹤0.01%	619
2020 Q2	–	Sell	-28,975	Closed	-$714K	–	873
2020 Q1	$714K	Buy	+28,975	New	+$719K	﹤0.01%	561

Other funds holding IBDM

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

CIBC Private Wealth Group's IBDM Position: Q3 2021 in Review

CIBC Private Wealth Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2021, closing a stake of 28,975 shares — an estimated $718K sold.

CIBC Private Wealth Group first reported a position in IBDM in Q1 2020 and held it in 5 quarters. The position peaked at $729K in Q3 2020. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
CIBC Private Wealth Group sold 28,975 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2021, an estimated $718K.
CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2020 and held it in 5 quarters.
CIBC Private Wealth Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $729K in Q3 2020.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on CIBC Private Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.