CIBC Private Wealth Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$243K	Buy	10,033 +337	+3%	+$8.17K	﹤0.01%	1111
2025 Q3	$236K	Buy	9,696 +5	+0.1%	+$121	﹤0.01%	1114
2025 Q2	$235K	Buy	9,691 +3	+0%	+$72	﹤0.01%	1053
2025 Q1	$233K	Buy	9,688 +5	+0.1%	+$121	﹤0.01%	1027
2024 Q4	$233K	Buy	9,683 +6,206	+178%	+$150K	﹤0.01%	1099
2024 Q3	$84.5K	Buy	3,477 +1,047	+43%	+$25.2K	﹤0.01%	1562
2024 Q2	$57.9K	Sell	2,430 -364	-13%	-$8.64K	﹤0.01%	1616
2024 Q1	$66.3K	Buy	+2,794	New	+$66.6K	﹤0.01%	1552

Other funds holding IBDR

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Align Financial Hermantown, Minnesota $202M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.5% in Q4 2025, buying an estimated $8.17K and bringing the position to 10,033 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

CIBC Private Wealth Group first reported a position in IBDR in Q1 2024 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

CIBC Private Wealth Group held 10,033 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $243K as of Q4 2025.
CIBC Private Wealth Group bought 337 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $8.17K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1111 holding.
CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

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