CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

CIBC Private Wealth Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$67.8K Buy
2,791
+337
+14% +$8.19K ﹤0.01% 1661
2025
Q3 		$59.7K Buy
2,454
+5
+0.2% +$121 ﹤0.01% 1713
2025
Q2 		$59.4K Buy
2,449
+3
+0.1% +$72 ﹤0.01% 1596
2025
Q1 		$58.7K Buy
2,446
+5
+0.2% +$120 ﹤0.01% 1576
2024
Q4 		$58.5K Buy
2,441
+6
+0.2% +$144 ﹤0.01% 1628
2024
Q3 		$59.3K Buy
2,435
+3
+0.1% +$72 ﹤0.01% 1704
2024
Q2 		$57.8K Buy
2,432
+422
+21% +$9.98K ﹤0.01% 1619
2024
Q1 		$47.6K Buy
+2,010
New +$47.9K ﹤0.01% 1707

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 14% in Q4 2025, buying an estimated $8.19K and bringing the position to 2,791 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

CIBC Private Wealth Group first reported a position in IBDS in Q1 2024 and has held it in 8 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • CIBC Private Wealth Group held 2,791 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $67.8K as of Q4 2025.
  • CIBC Private Wealth Group bought 337 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $8.19K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1661 holding.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

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