CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares MBS ETF MBB Stock Holding History

CIBC Private Wealth Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$24.1M Buy
253,453
+16,679
+7% +$1.59M 0.04% 260
2025
Q3 		$22.5M Buy
236,774
+58,265
+33% +$5.47M 0.04% 267
2025
Q2 		$16.8M Buy
178,509
+14,418
+9% +$1.34M 0.03% 303
2025
Q1 		$15.2M Buy
164,091
+4,788
+3% +$443K 0.03% 285
2024
Q4 		$14.5M Sell
159,303
-2,539
-2% -$236K 0.03% 301
2024
Q3 		$15.5M Sell
161,842
-4,054
-2% -$383K 0.03% 300
2024
Q2 		$15.3M Buy
165,896
+10,815
+7% +$985K 0.03% 278
2024
Q1 		$14.2M Buy
155,081
+75,513
+95% +$6.98M 0.03% 298
2023
Q4 		$7.49M Buy
79,568
+2,670
+3% +$239K 0.02% 347
2023
Q3 		$6.83M Sell
76,898
-3,768
-5% -$344K 0.02% 355
2023
Q2 		$7.52M Sell
80,666
-877
-1% -$82.5K 0.02% 353
2023
Q1 		$3.24M Buy
81,543
+58,838
+259% +$5.56M 0.01% 448
2022
Q4 		$2.07M Buy
+22,705
New +$2.09M 0.01% 425
2022
Q3 		– Sell
-350
Closed -$34K – 1081
2022
Q2 		$34K Hold
350
– – ﹤0.01% 983
2022
Q1 		$36K Buy
+350
New +$36.5K ﹤0.01% 1063

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares MBS ETF (MBB) stake by 7% in Q4 2025, buying an estimated $1.59M and bringing the position to 253,453 shares worth $24.1M. The position accounts for 0.04% of the portfolio, ranked #260.

CIBC Private Wealth Group first reported a position in MBB in Q1 2022 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • CIBC Private Wealth Group held 253,453 shares of iShares MBS ETF worth $24.1M as of Q4 2025.
  • CIBC Private Wealth Group bought 16,679 iShares MBS ETF shares in Q4 2025, an estimated $1.59M.
  • iShares MBS ETF made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #260 holding.
  • CIBC Private Wealth Group first reported a position in iShares MBS ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

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