CIBC Private Wealth Group
DTF

CIBC Private Wealth Group’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

CIBC Private Wealth Group’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$11 – 3139
2024
Q4 		$11 Hold
1
– – ﹤0.01% 2947
2024
Q3 		$11 Hold
1
– – ﹤0.01% 3089
2024
Q2 		$11 Buy
+1
New +$11 ﹤0.01% 3119

Other funds holding DTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CIBC Private Wealth Group's DTF Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2025, closing a stake of 1 share — an estimated $11 sold.

CIBC Private Wealth Group first reported a position in DTF in Q2 2024 and held it in 3 quarters. The position peaked at $11 in Q4 2024. 26 funds tracked by Wall St. Rank hold DTF as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1 DTF Tax-Free Income 2028 Term Fund share in Q1 2025, an estimated $11.
  • CIBC Private Wealth Group first reported a position in DTF Tax-Free Income 2028 Term Fund in Q2 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's DTF Tax-Free Income 2028 Term Fund position peaked at $11 in Q4 2024.
  • 26 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.