CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

CIBC Private Wealth Group’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,500
Closed -$63K – 1033
2022
Q2 		$63K Sell
2,500
-3,750
-60% -$94.4K ﹤0.01% 953
2022
Q1 		$159K Buy
+6,250
New +$163K ﹤0.01% 973

Other funds holding IBMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's IBMO Position: Q3 2022 in Review

CIBC Private Wealth Group sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q3 2022, closing a stake of 2,500 shares — an estimated $63K sold.

CIBC Private Wealth Group first reported a position in IBMO in Q1 2022 and held it in 2 quarters. The position peaked at $159K in Q1 2022. 89 funds tracked by Wall St. Rank hold IBMO as of Q3 2022.

  • CIBC Private Wealth Group reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,500 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2022, an estimated $63K.
  • CIBC Private Wealth Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2022 and held it in 2 quarters.
  • CIBC Private Wealth Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $159K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2022.

Based on CIBC Private Wealth Group's 13F filing for Q3 2022, filed 15 Nov 2022.