CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CIBC Private Wealth Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$23.8M Sell
215,543
-33,811
-14% -$3.76M 0.04% 264
2025
Q3 		$27.8M Sell
249,354
-14,043
-5% -$1.54M 0.05% 250
2025
Q2 		$28.9M Buy
263,397
+38,758
+17% +$4.16M 0.05% 245
2025
Q1 		$23.7M Buy
224,639
+34,503
+18% +$3.72M 0.05% 236
2024
Q4 		$20.2M Sell
190,136
-11,517
-6% -$1.26M 0.04% 267
2024
Q3 		$22.8M Sell
201,653
-9,753
-5% -$1.08M 0.04% 266
2024
Q2 		$22.9M Sell
211,406
-24,940
-11% -$2.66M 0.04% 247
2024
Q1 		$25.4M Buy
236,346
+54,207
+30% +$5.89M 0.05% 243
2023
Q4 		$20.2M Sell
182,139
-2,399
-1% -$250K 0.04% 254
2023
Q3 		$18.8M Sell
184,538
-5,945
-3% -$627K 0.04% 263
2023
Q2 		$20.6M Sell
190,483
-2,964
-2% -$321K 0.05% 265
2023
Q1 		$18.4M Sell
193,447
-16,404
-8% -$1.78M 0.04% 255
2022
Q4 		$21.8M Sell
209,851
-30,653
-13% -$3.21M 0.07% 170
2022
Q3 		$24.6M Buy
240,504
+16,036
+7% +$1.77M 0.07% 193
2022
Q2 		$24.7M Buy
224,468
+9,919
+5% +$1.12M 0.06% 205
2022
Q1 		$25.9M Buy
214,549
+33,125
+18% +$4.13M 0.06% 223
2021
Q4 		$24M Buy
181,424
+14,792
+9% +$1.97M 0.05% 232
2021
Q3 		$22.2M Buy
166,632
+9,172
+6% +$1.24M 0.05% 235
2021
Q2 		$21.2M Sell
157,460
-5,753
-4% -$758K 0.05% 243
2021
Q1 		$21.2M Buy
163,213
+9,448
+6% +$1.26M 0.05% 237
2020
Q4 		$21.2M Buy
153,765
+7,080
+5% +$964K 0.06% 226
2020
Q3 		$19.8M Buy
146,685
+17,272
+13% +$2.35M 0.06% 203
2020
Q2 		$17.4M Sell
129,413
-6,503
-5% -$846K 0.08% 160
2020
Q1 		$16.8M Buy
135,916
+9,006
+7% +$1.15M 0.07% 190
2019
Q4 		$16.2M Buy
126,910
+11,183
+10% +$1.42M 0.05% 224
2019
Q3 		$14.8M Sell
115,727
-81
-0.1% -$10.2K 0.05% 232
2019
Q2 		$14.4M Buy
115,808
+3,716
+3% +$446K 0.05% 249
2019
Q1 		$13.3M Buy
112,092
+17,942
+19% +$2.08M 0.05% 249
2018
Q4 		$10.6M Buy
94,150
+13,616
+17% +$1.53M 0.05% 257
2018
Q3 		$9.26M Sell
80,534
-2,339
-3% -$270K 0.04% 306
2018
Q2 		$9.49M Sell
82,873
-4,933
-6% -$568K 0.04% 298
2018
Q1 		$10.3M Sell
87,806
-7,819
-8% -$924K 0.04% 282
2017
Q4 		$11.6M Buy
95,625
+21,042
+28% +$2.55M 0.05% 275
2017
Q3 		$9.04M Sell
74,583
-575
-0.8% -$69.5K 0.04% 291
2017
Q2 		$9.06M Buy
75,158
+16,821
+29% +$2.01M 0.06% 226
2017
Q1 		$6.88M Buy
58,337
+12,541
+27% +$1.47M 0.04% 253
2016
Q4 		$5.37M Sell
45,796
-8,566
-16% -$1.02M 0.04% 278
2016
Q3 		$6.7M Buy
54,362
+1,649
+3% +$203K 0.05% 253
2016
Q2 		$6.47M Buy
52,713
+5,620
+12% +$674K 0.05% 245
2016
Q1 		$5.59M Sell
47,093
-5,206
-10% -$598K 0.04% 251
2015
Q4 		$5.96M Buy
52,299
+5,760
+12% +$666K 0.05% 250
2015
Q3 		$5.4M Buy
46,539
+645
+1% +$74.6K 0.04% 263
2015
Q2 		$5.31M Buy
45,894
+3,530
+8% +$418K 0.04% 283
2015
Q1 		$5.16M Buy
42,364
+3,001
+8% +$364K 0.04% 286
2014
Q4 		$4.7M Buy
39,363
+854
+2% +$102K 0.04% 292
2014
Q3 		$4.55M Sell
38,509
-3,803
-9% -$452K 0.04% 289
2014
Q2 		$5.04M Sell
42,312
-12,307
-23% -$1.46M 0.04% 276
2014
Q1 		$6.34M Buy
+54,619
New +$6.33M 0.05% 243

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q4 2025, selling an estimated $3.76M and leaving 215,543 shares worth $23.8M. The position accounts for 0.04% of the portfolio, ranked #264.

CIBC Private Wealth Group first reported a position in LQD in Q1 2014 and has held it in 48 quarters since. The position peaked at $28.9M in Q2 2025. 1,144 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

  • CIBC Private Wealth Group held 215,543 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.8M as of Q4 2025.
  • CIBC Private Wealth Group sold 33,811 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $3.76M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #264 holding.
  • CIBC Private Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.9M in Q2 2025.
  • 1,144 funds tracked by Wall St. Rank held iShares iBoxx $ 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.