CIBC Private Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

CIBC Private Wealth Group’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$13.7M	Buy	128,303 +2,383	+2%	+$255K	0.02%	315
2025 Q3	$13.4M	Sell	125,920 -91,863	-42%	-$9.61M	0.02%	314
2025 Q2	$22.8M	Buy	217,783 +114,158	+110%	+$11.9M	0.04%	268
2025 Q1	$10.6M	Sell	103,625 -2,931	-3%	-$312K	0.02%	318
2024 Q4	$11.3M	Buy	106,556 +638	+0.6%	+$68.5K	0.02%	328
2024 Q3	$11.5M	Buy	105,918 +1,008	+1%	+$109K	0.02%	326
2024 Q2	$11.2M	Sell	104,910 -30,582	-23%	-$3.26M	0.02%	311
2024 Q1	$14.5M	Buy	135,492 +120,436	+800%	+$13M	0.03%	294
2023 Q4	$1.63M	Sell	15,056 -358	-2%	-$37.4K	﹤0.01%	541
2023 Q3	$1.58M	Buy	15,414 +9,464	+159%	+$998K	﹤0.01%	536
2023 Q2	$635K	Sell	5,950 -2,250	-27%	-$240K	﹤0.01%	651
2023 Q1	$883K	Sell	8,200 -22,012	-73%	-$2.35M	﹤0.01%	627
2022 Q4	$2.32M	Sell	30,212 -5,683	-16%	-$592K	0.01%	406
2022 Q3	$3.68M	Sell	35,895 -974	-3%	-$104K	0.01%	405
2022 Q2	$3.92M	Buy	36,869 +833	+2%	+$88.9K	0.01%	396
2022 Q1	$3.95M	Buy	36,036 +2,717	+8%	+$307K	0.01%	423
2021 Q4	$3.87M	Buy	33,319 +9,482	+40%	+$1.1M	0.01%	435
2021 Q3	$2.77M	Sell	23,837 -7,493	-24%	-$878K	0.01%	458
2021 Q2	$3.67M	Sell	31,330 -689	-2%	-$80.5K	0.01%	444
2021 Q1	$3.71M	Sell	32,019 -2,462	-7%	-$287K	0.01%	434
2020 Q4	$4.04M	Buy	34,481 +170	+0.5%	+$19.7K	0.01%	405
2020 Q3	$3.97M	Buy	34,311 +6,458	+23%	+$750K	0.01%	382
2020 Q2	$3.21M	Sell	27,853 -10,144	-27%	-$1.15M	0.02%	333
2020 Q1	$4.29M	Buy	37,997 +18,716	+97%	+$2.14M	0.02%	332
2019 Q4	$2.2M	Sell	19,281 -27,135	-58%	-$3.09M	0.01%	456
2019 Q3	$5.3M	Buy	46,416 +604	+1%	+$68.9K	0.02%	341
2019 Q2	$5.18M	Buy	45,812 +24,788	+118%	+$2.78M	0.02%	359
2019 Q1	$2.34M	Sell	21,024 -697	-3%	-$76.4K	0.01%	440
2018 Q4	$2.37M	Sell	21,721 -1,152	-5%	-$124K	0.01%	416
2018 Q3	$2.47M	Buy	22,873 +4	+0%	+$435	0.01%	459
2018 Q2	$2.49M	Buy	22,869 +4	+0%	+$434	0.01%	451
2018 Q1	$2.49M	Sell	22,865 -146	-0.6%	-$15.9K	0.01%	446
2017 Q4	$2.55M	Sell	23,011 -337	-1%	-$37.3K	0.01%	456
2017 Q3	$2.59M	Sell	23,348 -546	-2%	-$60.6K	0.01%	436
2017 Q2	$2.63M	Sell	23,894 -1,203	-5%	-$132K	0.02%	352
2017 Q1	$2.73M	Buy	25,097 +3,378	+16%	+$366K	0.02%	333
2016 Q4	$2.35M	Sell	21,719 -2,527	-10%	-$277K	0.02%	345
2016 Q3	$2.73M	Buy	24,246 +299	+1%	+$33.9K	0.02%	328
2016 Q2	$2.73M	Sell	23,947 -257	-1%	-$28.9K	0.02%	323
2016 Q1	$2.7M	Buy	24,204 +1,711	+8%	+$190K	0.02%	316
2015 Q4	$2.49M	Buy	22,493 +2,608	+13%	+$286K	0.02%	337
2015 Q3	$2.18M	Sell	19,885 -5,996	-23%	-$652K	0.02%	340
2015 Q2	$2.8M	Buy	25,881 +4	+0%	+$436	0.02%	341
2015 Q1	$2.86M	Buy	25,877 +662	+3%	+$73.2K	0.02%	339
2014 Q4	$2.78M	Sell	25,215 -300	-1%	-$33K	0.02%	339
2014 Q3	$2.8M	Buy	25,515 +280	+1%	+$30.5K	0.02%	337
2014 Q2	$2.74M	Sell	25,235 -96	-0.4%	-$10.4K	0.02%	336
2014 Q1	$2.7M	Buy	+25,331	New	+$2.69M	0.02%	331

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q4 2025, buying an estimated $255K and bringing the position to 128,303 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #315.

CIBC Private Wealth Group first reported a position in MUB in Q1 2014 and has held it in 48 quarters since. The position peaked at $22.8M in Q2 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

CIBC Private Wealth Group held 128,303 shares of iShares National Muni Bond ETF worth $13.7M as of Q4 2025.
CIBC Private Wealth Group bought 2,383 iShares National Muni Bond ETF shares in Q4 2025, an estimated $255K.
iShares National Muni Bond ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #315 holding.
CIBC Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's iShares National Muni Bond ETF position peaked at $22.8M in Q2 2025.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

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