CIBC Private Wealth Group
CMF icon

CIBC Private Wealth Group’s iShares California Muni Bond ETF CMF Stock Holding History

CIBC Private Wealth Group’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$520K Hold
9,050
– – ﹤0.01% 868
2025
Q3 		$516K Sell
9,050
-100
-1% -$5.59K ﹤0.01% 854
2025
Q2 		$510K Sell
9,150
-7,856
-46% -$436K ﹤0.01% 833
2025
Q1 		$927K Buy
17,006
+6,656
+64% +$378K ﹤0.01% 659
2024
Q4 		$590K Hold
10,350
– – ﹤0.01% 820
2024
Q3 		$601K Sell
10,350
-400
-4% -$23K ﹤0.01% 816
2024
Q2 		$613K Hold
10,750
– – ﹤0.01% 770
2024
Q1 		$615K Buy
+10,750
New +$620K ﹤0.01% 776

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC Private Wealth Group held its iShares California Muni Bond ETF (CMF) position steady in Q4 2025 at 9,050 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

CIBC Private Wealth Group first reported a position in CMF in Q1 2024 and has held it in 8 quarters since. The position peaked at $927K in Q1 2025. 336 funds tracked by Wall St. Rank hold CMF as of Q4 2025.

  • CIBC Private Wealth Group held 9,050 shares of iShares California Muni Bond ETF worth $520K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares California Muni Bond ETF share count unchanged in Q4 2025.
  • iShares California Muni Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #868 holding.
  • CIBC Private Wealth Group first reported a position in iShares California Muni Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares California Muni Bond ETF position peaked at $927K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2025.

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