CIBC Private Wealth Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$30.9K	Sell	590 -176	-23%	-$9.24K	﹤0.01%	1991
2025 Q3	$40K	Sell	766 -562	-42%	-$28.9K	﹤0.01%	1884
2025 Q2	$68.2K	Hold	1,328	–	–	﹤0.01%	1548
2025 Q1	$66.9K	Sell	1,328 -98	-7%	-$5.08K	﹤0.01%	1522
2024 Q4	$73.7K	Sell	1,426 -364	-20%	-$19K	﹤0.01%	1529
2024 Q3	$94.8K	Hold	1,790	–	–	﹤0.01%	1506
2024 Q2	$93.3K	Sell	1,790 -1,810	-50%	-$94.1K	﹤0.01%	1423
2024 Q1	$188K	Buy	+3,600	New	+$189K	﹤0.01%	1149

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 23% in Q4 2025, selling an estimated $9.24K and leaving 590 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

CIBC Private Wealth Group first reported a position in MUNI in Q1 2024 and has held it in 8 quarters since. The position peaked at $188K in Q1 2024. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

CIBC Private Wealth Group held 590 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $30.9K as of Q4 2025.
CIBC Private Wealth Group sold 176 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $9.24K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1991 holding.
CIBC Private Wealth Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $188K in Q1 2024.
413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

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