CIBC Private Wealth Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$118K	Buy	4,649 +4,223	+991%	+$108K	﹤0.01%	1431
2025 Q3	$10.9K	Buy	426 +5	+1%	+$127	﹤0.01%	2356
2025 Q2	$10.7K	Buy	421 +3	+0.7%	+$76	﹤0.01%	2230
2025 Q1	$10.4K	Buy	418 +5	+1%	+$125	﹤0.01%	2234
2024 Q4	$10.3K	Buy	413 +6	+1%	+$151	﹤0.01%	2258
2024 Q3	$10.4K	Buy	407 +3	+0.7%	+$76	﹤0.01%	2394
2024 Q2	$10K	Sell	404 -349	-46%	-$8.6K	﹤0.01%	2294
2024 Q1	$18.6K	Buy	+753	New	+$18.7K	﹤0.01%	2077

Other funds holding IBDT

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 991% in Q4 2025, buying an estimated $108K and bringing the position to 4,649 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

CIBC Private Wealth Group first reported a position in IBDT in Q1 2024 and has held it in 8 quarters since. 412 funds tracked by Wall St. Rank hold IBDT as of Q4 2025.

CIBC Private Wealth Group held 4,649 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $118K as of Q4 2025.
CIBC Private Wealth Group bought 4,223 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2025, an estimated $108K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1431 holding.
CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
412 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2025.

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