CIBC World Market’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$727K	Buy	31,782 +3,127	+11%	+$71.5K	﹤0.01%	1099
2026 Q1	$657K	Hold	28,655	–	–	﹤0.01%	1050
2025 Q4	$656K	Hold	28,655	–	–	﹤0.01%	1046
2025 Q3	$658K	Hold	28,655	–	–	﹤0.01%	1045
2025 Q2	$657K	Hold	28,655	–	–	﹤0.01%	980
2025 Q1	$657K	Hold	28,655	–	–	﹤0.01%	970
2024 Q4	$654K	Buy	28,655 +8,730	+44%	+$199K	﹤0.01%	979
2024 Q3	$460K	Hold	19,925	–	–	﹤0.01%	1027
2024 Q2	$451K	Sell	19,925 -1,755	-8%	-$39.6K	﹤0.01%	988
2024 Q1	$492K	Hold	21,680	–	–	﹤0.01%	990
2023 Q4	$496K	Buy	+21,680	New	+$489K	﹤0.01%	934

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CIBC World Market's IBTG Position: Q2 2026 in Review

CIBC World Market increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 11% in Q2 2026, buying an estimated $71.5K and bringing the position to 31,782 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

CIBC World Market first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

CIBC World Market held 31,782 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $727K as of Q2 2026.
CIBC World Market bought 3,127 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $71.5K.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1099 holding.
CIBC World Market first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.