CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

CIBC Private Wealth Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$282K Buy
2,360
+615
+35% +$73.6K ﹤0.01% 1047
2025
Q3 		$209K Buy
1,745
+1,293
+286% +$154K ﹤0.01% 1159
2025
Q2 		$53.8K Sell
452
-129
-22% -$15.2K ﹤0.01% 1634
2025
Q1 		$68.7K Buy
581
+24
+4% +$2.79K ﹤0.01% 1510
2024
Q4 		$64.2K Sell
557
-10,122
-95% -$1.18M ﹤0.01% 1591
2024
Q3 		$1.28M Buy
10,679
+9,554
+849% +$1.13M ﹤0.01% 641
2024
Q2 		$130K Buy
1,125
+133
+13% +$15.2K ﹤0.01% 1289
2024
Q1 		$114K Sell
992
-791
-44% -$91.8K ﹤0.01% 1340
2023
Q4 		$209K Buy
+1,783
New +$203K ﹤0.01% 1060

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 35% in Q4 2025, buying an estimated $73.6K and bringing the position to 2,360 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

CIBC Private Wealth Group first reported a position in IEI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2024. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • CIBC Private Wealth Group held 2,360 shares of iShares 3-7 Year Treasury Bond ETF worth $282K as of Q4 2025.
  • CIBC Private Wealth Group bought 615 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $73.6K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1047 holding.
  • CIBC Private Wealth Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • CIBC Private Wealth Group's iShares 3-7 Year Treasury Bond ETF position peaked at $1.28M in Q3 2024.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

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