CIBC Private Wealth Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,064	Closed	-$203K	–	3230
2024 Q3	$203K	Buy	8,064 +2,391	+42%	+$60.1K	﹤0.01%	1175
2024 Q2	$142K	Sell	5,673 -404	-7%	-$10.1K	﹤0.01%	1252
2024 Q1	$152K	Buy	+6,077	New	+$152K	﹤0.01%	1230
2022 Q3	–	Sell	-134	Closed	-$3K	–	1224
2022 Q2	$3K	Hold	134	–	–	﹤0.01%	1136
2022 Q1	$3K	Buy	+134	New	+$3.41K	﹤0.01%	1216

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Private Wealth Group's IBDP Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 8,064 shares — an estimated $203K sold.

CIBC Private Wealth Group first reported a position in IBDP in Q1 2022 and held it in 5 quarters. The position peaked at $203K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 8,064 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $203K.
CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 5 quarters.
CIBC Private Wealth Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $203K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.