CIBC Private Wealth Group
IBHE

CIBC Private Wealth Group’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

CIBC Private Wealth Group’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,230
Closed -$168K – 3071
2024
Q3 		$168K Buy
+7,230
New +$168K ﹤0.01% 1277

Other funds holding IBHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CIBC Private Wealth Group's IBHE Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2024, closing a stake of 7,230 shares — an estimated $168K sold.

CIBC Private Wealth Group first reported a position in IBHE in Q3 2024 and held it in 1 quarter. The position peaked at $168K in Q3 2024. 140 funds tracked by Wall St. Rank hold IBHE as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 7,230 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2024, an estimated $168K.
  • CIBC Private Wealth Group first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $168K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.