CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

CIBC Private Wealth Group’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$7.18K Buy
+327
New +$7.19K ﹤0.01% 2531

Other funds holding IBTJ

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025: 327 shares worth $7.18K. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings.

201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

  • CIBC Private Wealth Group held 327 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $7.18K as of Q4 2025.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2531 holding.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

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