CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

CIBC Private Wealth Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.45K Buy
+378
New +$8.46K ﹤0.01% 2477
2025
Q3 		– Sell
-449
Closed -$10K – 3193
2025
Q2 		$10K Buy
+449
New +$9.98K ﹤0.01% 2255

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025: 378 shares worth $8.45K. The stake represents ﹤0.01% of the portfolio and ranks #2477 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in IBTI as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in IBTI in Q2 2025 and has held it in 2 quarters since. The position peaked at $10K in Q2 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

  • CIBC Private Wealth Group held 378 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $8.45K as of Q4 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2477 holding.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $10K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

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