CIBC World Market
IBTH icon

CIBC World Market’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

CIBC World Market’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698K Sell
31,212
-156
-0.5% -$3.49K ﹤0.01% 1109
2026
Q1 		$704K Buy
31,368
+44
+0.1% +$989 ﹤0.01% 1028
2025
Q4 		$704K Buy
31,324
+234
+0.8% +$5.26K ﹤0.01% 1029
2025
Q3 		$700K Sell
31,090
-300
-1% -$6.73K ﹤0.01% 1022
2025
Q2 		$706K Hold
31,390
– – ﹤0.01% 958
2025
Q1 		$704K Hold
31,390
– – ﹤0.01% 952
2024
Q4 		$697K Buy
+31,390
New +$700K ﹤0.01% 962

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC World Market reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.5% in Q2 2026, selling an estimated $3.49K and leaving 31,212 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

CIBC World Market first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q2 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • CIBC World Market held 31,212 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $698K as of Q2 2026.
  • CIBC World Market sold 156 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $3.49K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1109 holding.
  • CIBC World Market first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • CIBC World Market's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $706K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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