CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CIBC Private Wealth Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$107K Buy
1,111
+738
+198% +$71.4K ﹤0.01% 1484
2025
Q3 		$36K Buy
373
+56
+18% +$5.35K ﹤0.01% 1938
2025
Q2 		$30.3K Buy
317
+308
+3,422% +$29.1K ﹤0.01% 1864
2025
Q1 		$825 Sell
9
-524
-98% -$49K ﹤0.01% 2839
2024
Q4 		$49K Sell
533
-8,813
-94% -$833K ﹤0.01% 1688
2024
Q3 		$917K Buy
9,346
+7,604
+437% +$735K ﹤0.01% 704
2024
Q2 		$164K Sell
1,742
-2,039
-54% -$189K ﹤0.01% 1200
2024
Q1 		$354K Buy
+3,781
New +$358K ﹤0.01% 921
2022
Q3 		– Sell
-171
Closed -$17K – 1038
2022
Q2 		$17K Hold
171
– – ﹤0.01% 1037
2022
Q1 		$18K Buy
+171
New +$19K ﹤0.01% 1112
2021
Q3 		– Sell
-4,733
Closed -$547K – 977
2021
Q2 		$547K Buy
4,733
+30
+0.6% +$3.43K ﹤0.01% 782
2021
Q1 		$531K Sell
4,703
-4
-0.1% -$466 ﹤0.01% 786
2020
Q4 		$565K Sell
4,707
-1,663
-26% -$200K ﹤0.01% 751
2020
Q3 		$776K Buy
+6,370
New +$777K ﹤0.01% 604
2020
Q2 		– Sell
-4,090
Closed -$497K – 688
2020
Q1 		$497K Buy
+4,090
New +$471K ﹤0.01% 629

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 198% in Q4 2025, buying an estimated $71.4K and bringing the position to 1,111 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

CIBC Private Wealth Group first reported a position in IEF in Q1 2020 and has held it in 15 quarters since. The position peaked at $917K in Q3 2024. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

  • CIBC Private Wealth Group held 1,111 shares of iShares 7-10 Year Treasury Bond ETF worth $107K as of Q4 2025.
  • CIBC Private Wealth Group bought 738 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $71.4K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1484 holding.
  • CIBC Private Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • CIBC Private Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $917K in Q3 2024.
  • 1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

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