CIBC Private Wealth Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,400	Closed	-$284K	–	962
2022 Q3	$284K	Hold	11,400	–	–	﹤0.01%	794
2022 Q2	$286K	Hold	11,400	–	–	﹤0.01%	804
2022 Q1	$288K	Hold	11,400	–	–	﹤0.01%	858
2021 Q4	$293K	Buy	+11,400	New	+$294K	﹤0.01%	888
2021 Q3	–	Sell	-11,400	Closed	-$297K	–	1040
2021 Q2	$297K	Hold	11,400	–	–	﹤0.01%	897
2021 Q1	$298K	Hold	11,400	–	–	﹤0.01%	903
2020 Q4	$299K	Hold	11,400	–	–	﹤0.01%	870
2020 Q3	$299K	Buy	+11,400	New	+$299K	﹤0.01%	780
2020 Q2	–	Sell	-11,400	Closed	-$285K	–	842
2020 Q1	$285K	Buy	+11,400	New	+$289K	﹤0.01%	723

Other funds holding IBDO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

RJFSA

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022, closing a stake of 11,400 shares — an estimated $284K sold.

CIBC Private Wealth Group first reported a position in IBDO in Q1 2020 and held it in 9 quarters. The position peaked at $299K in Q4 2020. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
CIBC Private Wealth Group sold 11,400 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2022, an estimated $284K.
CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 9 quarters.
CIBC Private Wealth Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $299K in Q4 2020.
284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

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