CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

CIBC Private Wealth Group’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.36K Sell
50
-2,105
-98% -$57.6K ﹤0.01% 2861
2025
Q3 		$58.8K Hold
2,155
– – ﹤0.01% 1720
2025
Q2 		$57.2K Hold
2,155
– – ﹤0.01% 1608
2025
Q1 		$56.2K Hold
2,155
– – ﹤0.01% 1594
2024
Q4 		$56.2K Hold
2,155
– – ﹤0.01% 1643
2024
Q3 		$59.4K Hold
2,155
– – ﹤0.01% 1702
2024
Q2 		$57.3K Hold
2,155
– – ﹤0.01% 1624
2024
Q1 		$56.7K Buy
+2,155
New +$57.3K ﹤0.01% 1622

Other funds holding BAB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Invesco Taxable Municipal Bond ETF (BAB) stake by 98% in Q4 2025, selling an estimated $57.6K and leaving 50 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

CIBC Private Wealth Group first reported a position in BAB in Q1 2024 and has held it in 8 quarters since. The position peaked at $59.4K in Q3 2024. 197 funds tracked by Wall St. Rank hold BAB as of Q4 2025.

  • CIBC Private Wealth Group held 50 shares of Invesco Taxable Municipal Bond ETF worth $1.36K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,105 Invesco Taxable Municipal Bond ETF shares in Q4 2025, an estimated $57.6K.
  • Invesco Taxable Municipal Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2861 holding.
  • CIBC Private Wealth Group first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Invesco Taxable Municipal Bond ETF position peaked at $59.4K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2025.

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