CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

CIBC Private Wealth Group’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15.7K Hold
700
– – ﹤0.01% 2256
2025
Q3 		$15.8K Hold
700
– – ﹤0.01% 2230
2025
Q2 		$15.7K Hold
700
– – ﹤0.01% 2106
2025
Q1 		$15.7K Hold
700
– – ﹤0.01% 2084
2024
Q4 		$15.5K Hold
700
– – ﹤0.01% 2137
2024
Q3 		$15.8K Hold
700
– – ﹤0.01% 2256
2024
Q2 		$15.5K Hold
700
– – ﹤0.01% 2134
2024
Q1 		$15.4K Buy
+700
New +$15.6K ﹤0.01% 2125

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CIBC Private Wealth Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q4 2025 at 700 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

CIBC Private Wealth Group first reported a position in IBTH in Q1 2024 and has held it in 8 quarters since. The position peaked at $15.8K in Q3 2024. 300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

  • CIBC Private Wealth Group held 700 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $15.7K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q4 2025.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2256 holding.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $15.8K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

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