CIBC Private Wealth Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.04M	Sell	93,535 -4,081	-4%	-$221K	0.01%	430
2025 Q3	$5.28M	Sell	97,616 -71,341	-42%	-$3.82M	0.01%	417
2025 Q2	$9M	Sell	168,957 -3,189	-2%	-$166K	0.02%	357
2025 Q1	$8.84M	Sell	172,146 -10,031	-6%	-$521K	0.02%	336
2024 Q4	$9.34M	Sell	182,177 -12,584	-6%	-$659K	0.02%	346
2024 Q3	$10.5M	Sell	194,761 -31,851	-14%	-$1.68M	0.02%	338
2024 Q2	$11.7M	Sell	226,612 -20,129	-8%	-$1.02M	0.02%	305
2024 Q1	$12.6M	Buy	+246,741	New	+$12.7M	0.02%	306
2023 Q1	–	Sell	-2,750	Closed	-$957K	–	908
2022 Q4	$957K	Buy	+2,750	New	+$135K	﹤0.01%	534
2022 Q3	–	Sell	-3,350	Closed	-$171K	–	1042
2022 Q2	$171K	Hold	3,350	–	–	﹤0.01%	896
2022 Q1	$184K	Buy	+3,350	New	+$190K	﹤0.01%	960
2021 Q3	–	Sell	-3,350	Closed	-$203K	–	979
2021 Q2	$203K	Sell	3,350 -100	-3%	-$5.99K	﹤0.01%	995
2021 Q1	$204K	Hold	3,450	–	–	﹤0.01%	989
2020 Q4	$214K	Hold	3,450	–	–	﹤0.01%	939
2020 Q3	$209K	Buy	+3,450	New	+$210K	﹤0.01%	836

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.2% in Q4 2025, selling an estimated $221K and leaving 93,535 shares worth $5.04M. The position accounts for 0.01% of the portfolio, ranked #430.

CIBC Private Wealth Group first reported a position in IGIB in Q3 2020 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2024. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

CIBC Private Wealth Group held 93,535 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.04M as of Q4 2025.
CIBC Private Wealth Group sold 4,081 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $221K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #430 holding.
CIBC Private Wealth Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 15 quarters since.
CIBC Private Wealth Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.6M in Q1 2024.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

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