CIBC Private Wealth Group
IBTE

CIBC Private Wealth Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

CIBC Private Wealth Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,935
Closed -$454K – 3226
2024
Q3 		$454K Hold
18,935
– – ﹤0.01% 899
2024
Q2 		$453K Sell
18,935
-6,265
-25% -$150K ﹤0.01% 848
2024
Q1 		$601K Hold
25,200
– – ﹤0.01% 786
2023
Q4 		$601K Hold
25,200
– – ﹤0.01% 757
2023
Q3 		$601K Buy
25,200
+1,700
+7% +$40.4K ﹤0.01% 706
2023
Q2 		$559K Hold
23,500
– – ﹤0.01% 673
2023
Q1 		$564K Hold
23,500
– – ﹤0.01% 688
2022
Q4 		$560 Buy
+23,500
New +$561K ﹤0.01% 789

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 18,935 shares — an estimated $454K sold.

CIBC Private Wealth Group first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $601K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 18,935 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $454K.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • CIBC Private Wealth Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $601K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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