CIBC Private Wealth Group’s iShares Convertible Bond ETF ICVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$60.1K	Buy	610 +376	+161%	+$37.8K	﹤0.01%	1710
2025 Q3	$23.4K	Buy	+234	New	+$22K	﹤0.01%	2099
2024 Q2	–	Sell	-180	Closed	-$14.3K	–	3217
2024 Q1	$14.3K	Buy	+180	New	+$14.1K	﹤0.01%	2151
2021 Q4	–	Sell	-9,707	Closed	-$968K	–	1031
2021 Q3	$968K	Buy	9,707 +981	+11%	+$98.7K	﹤0.01%	627
2021 Q2	$890K	Buy	+8,726	New	+$867K	﹤0.01%	691

Other funds holding ICVT

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Convertible Bond ETF (ICVT) stake by 161% in Q4 2025, buying an estimated $37.8K and bringing the position to 610 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

CIBC Private Wealth Group first reported a position in ICVT in Q2 2021 and has held it in 5 quarters since. The position peaked at $968K in Q3 2021. 382 funds tracked by Wall St. Rank hold ICVT as of Q4 2025.

CIBC Private Wealth Group held 610 shares of iShares Convertible Bond ETF worth $60.1K as of Q4 2025.
CIBC Private Wealth Group bought 376 iShares Convertible Bond ETF shares in Q4 2025, an estimated $37.8K.
iShares Convertible Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1710 holding.
CIBC Private Wealth Group first reported a position in iShares Convertible Bond ETF in Q2 2021 and has held it in 5 quarters since.
CIBC Private Wealth Group's iShares Convertible Bond ETF position peaked at $968K in Q3 2021.
382 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q4 2025.

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