CIBC Private Wealth Group
IBDU icon

CIBC Private Wealth Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

CIBC Private Wealth Group’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$158K Buy
+6,747
New +$158K ﹤0.01% 1307
2025
Q3 		– Sell
-674
Closed -$15.7K – 3192
2025
Q2 		$15.7K Buy
+674
New +$15.5K ﹤0.01% 2107

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025: 6,747 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in IBDU as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in IBDU in Q2 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

  • CIBC Private Wealth Group held 6,747 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $158K as of Q4 2025.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1307 holding.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

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