CIBC Private Wealth Group
IBTD

CIBC Private Wealth Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

CIBC Private Wealth Group’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,900
Closed -$320K – 1186
2023
Q3 		$320K Hold
12,900
– – ﹤0.01% 865
2023
Q2 		$320K Hold
12,900
– – ﹤0.01% 762
2023
Q1 		$320K Hold
12,900
– – ﹤0.01% 773
2022
Q4 		$319 Buy
+12,900
New +$319K ﹤0.01% 809

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CIBC Private Wealth Group's IBTD Position: Q4 2023 in Review

CIBC Private Wealth Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 12,900 shares — an estimated $320K sold.

CIBC Private Wealth Group first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $320K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 12,900 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $320K.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • CIBC Private Wealth Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $320K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on CIBC Private Wealth Group's 13F filing for Q4 2023, filed 13 Feb 2024.