CIBC Private Wealth Group
BKN

CIBC Private Wealth Group’s BlackRock Investment Quality Municipal Trust BKN Stock Holding History

CIBC Private Wealth Group’s Portfolio BKN Stock Details BKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-334
Closed -$3.64K – 3112
2025
Q2 		$3.64K Hold
334
– – ﹤0.01% 2514
2025
Q1 		$3.53K Hold
334
– – ﹤0.01% 2552
2024
Q4 		$3.76K Hold
334
– – ﹤0.01% 2562
2024
Q3 		$4.31K Sell
334
-5,499
-94% -$67.9K ﹤0.01% 2627
2024
Q2 		$69.6K Buy
5,833
+5,500
+1,652% +$66.1K ﹤0.01% 1540
2024
Q1 		$4.1K Buy
+333
New +$4K ﹤0.01% 2560

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HWAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

CIBC Private Wealth Group's BKN Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of BlackRock Investment Quality Municipal Trust (BKN) in Q3 2025, closing a stake of 334 shares — an estimated $3.64K sold.

CIBC Private Wealth Group first reported a position in BKN in Q1 2024 and held it in 6 quarters. The position peaked at $69.6K in Q2 2024. 64 funds tracked by Wall St. Rank hold BKN as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining BlackRock Investment Quality Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 334 BlackRock Investment Quality Municipal Trust shares in Q3 2025, an estimated $3.64K.
  • CIBC Private Wealth Group first reported a position in BlackRock Investment Quality Municipal Trust in Q1 2024 and held it in 6 quarters.
  • CIBC Private Wealth Group's BlackRock Investment Quality Municipal Trust position peaked at $69.6K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held BlackRock Investment Quality Municipal Trust as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.