CIBC Private Wealth Group
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CIBC Private Wealth Group’s VanEck Short Muni ETF SMB Stock Holding History

CIBC Private Wealth Group’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,765
Closed -$97.8K – 3286
2024
Q1 		$97.8K Buy
+5,765
New +$98.3K ﹤0.01% 1410

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group's SMB Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of VanEck Short Muni ETF (SMB) in Q2 2024, closing a stake of 5,765 shares — an estimated $97.8K sold.

CIBC Private Wealth Group first reported a position in SMB in Q1 2024 and held it in 1 quarter. The position peaked at $97.8K in Q1 2024. 89 funds tracked by Wall St. Rank hold SMB as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining VanEck Short Muni ETF position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,765 VanEck Short Muni ETF shares in Q2 2024, an estimated $97.8K.
  • CIBC Private Wealth Group first reported a position in VanEck Short Muni ETF in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's VanEck Short Muni ETF position peaked at $97.8K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.