CIBC Private Wealth Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

CIBC Private Wealth Group’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$340K	Buy	14,877 +177	+1%	+$4.05K	﹤0.01%	988
2025 Q3	$337K	Hold	14,700	–	–	﹤0.01%	979
2025 Q2	$337K	Hold	14,700	–	–	﹤0.01%	935
2025 Q1	$337K	Hold	14,700	–	–	﹤0.01%	931
2024 Q4	$335K	Hold	14,700	–	–	﹤0.01%	980
2024 Q3	$339K	Hold	14,700	–	–	﹤0.01%	989
2024 Q2	$333K	Hold	14,700	–	–	﹤0.01%	929
2024 Q1	$332K	Hold	14,700	–	–	﹤0.01%	943
2023 Q4	$336K	Hold	14,700	–	–	﹤0.01%	897
2023 Q3	$330K	Buy	14,700 +700	+5%	+$15.8K	﹤0.01%	857
2023 Q2	$317K	Hold	14,000	–	–	﹤0.01%	763
2023 Q1	$323K	Hold	14,000	–	–	﹤0.01%	769
2022 Q4	$318	Buy	+14,000	New	+$318K	﹤0.01%	811

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q4 2025, buying an estimated $4.05K and bringing the position to 14,877 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

CIBC Private Wealth Group first reported a position in IBTG in Q4 2022 and has held it in 13 quarters since. 312 funds tracked by Wall St. Rank hold IBTG as of Q4 2025.

CIBC Private Wealth Group held 14,877 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $340K as of Q4 2025.
CIBC Private Wealth Group bought 177 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2025, an estimated $4.05K.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #988 holding.
CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2025.

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