CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

CIBC Private Wealth Group’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.14K Buy
369
+345
+1,438% +$7.63K ﹤0.01% 2489
2025
Q3 		$532 Buy
+24
New +$528 ﹤0.01% 2881

Other funds holding IBDV

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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 1,438% in Q4 2025, buying an estimated $7.63K and bringing the position to 369 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

CIBC Private Wealth Group first reported a position in IBDV in Q3 2025 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • CIBC Private Wealth Group held 369 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $8.14K as of Q4 2025.
  • CIBC Private Wealth Group bought 345 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $7.63K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2489 holding.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

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