CIBC Private Wealth Group
IBDN

CIBC Private Wealth Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

CIBC Private Wealth Group’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
2022
Q4 		– Sell
-11,413
Closed -$286K – 974
2022
Q3 		$286K Hold
11,413
– – ﹤0.01% 793
2022
Q2 		$285K Hold
11,413
– – ﹤0.01% 805
2022
Q1 		$286K Hold
11,413
– – ﹤0.01% 860
2021
Q4 		$287K Buy
+11,413
New +$288K ﹤0.01% 893
2021
Q3 		– Sell
-11,413
Closed -$290K – 1068
2021
Q2 		$290K Hold
11,413
– – ﹤0.01% 903
2021
Q1 		$291K Hold
11,413
– – ﹤0.01% 912
2020
Q4 		$292K Hold
11,413
– – ﹤0.01% 873
2020
Q3 		$293K Buy
+11,413
New +$293K ﹤0.01% 788
2020
Q2 		– Sell
-11,413
Closed -$283K – 872
2020
Q1 		$283K Buy
+11,413
New +$286K ﹤0.01% 725

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Private Wealth Group's IBDN Position: Q4 2022 in Review

CIBC Private Wealth Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 11,413 shares — an estimated $286K sold.

CIBC Private Wealth Group first reported a position in IBDN in Q1 2020 and held it in 9 quarters. The position peaked at $293K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11,413 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $286K.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2020 and held it in 9 quarters.
  • CIBC Private Wealth Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $293K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.