CIBC World Market’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

CIBC World Market’s Portfolio IBTE Stock Details IBTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,950	Closed	-$527K	–	1464
2024 Q3	$527K	Hold	21,950	–	–	﹤0.01%	982
2024 Q2	$526K	Hold	21,950	–	–	﹤0.01%	952
2024 Q1	$525K	Hold	21,950	–	–	﹤0.01%	974
2023 Q4	$524K	Hold	21,950	–	–	﹤0.01%	921
2023 Q3	$523K	Buy	+21,950	New	+$522K	﹤0.01%	884

Other funds holding IBTE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CIBC World Market's IBTE Position: Q4 2024 in Review

CIBC World Market sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 21,950 shares — an estimated $527K sold.

CIBC World Market first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $527K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

CIBC World Market reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
CIBC World Market sold 21,950 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $527K.
CIBC World Market first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
CIBC World Market's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $527K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on CIBC World Market's 13F filing for Q4 2024, filed 23 Jan 2025.