CIBC Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$24.1M	Buy	225,669 +4,622	+2%	+$493K	0.04%	261
2025 Q3	$23.6M	Sell	221,047 -112,216	-34%	-$12M	0.04%	262
2025 Q2	$35.4M	Buy	333,263 +121,760	+58%	+$12.9M	0.06%	223
2025 Q1	$22.2M	Buy	211,503 +2,752	+1%	+$291K	0.05%	241
2024 Q4	$22M	Buy	208,751 +100,106	+92%	+$10.6M	0.04%	258
2024 Q3	$11.5M	Buy	108,645 +1,240	+1%	+$131K	0.02%	325
2024 Q2	$11.2M	Sell	107,405 -6,685	-6%	-$698K	0.02%	310
2024 Q1	$11.9M	Buy	114,090 +100,744	+755%	+$10.6M	0.02%	310
2023 Q4	$1.41M	Buy	13,346 +9,919	+289%	+$1.03M	﹤0.01%	567
2023 Q3	$353K	Buy	+3,427	New	+$355K	﹤0.01%	840
2023 Q2	–	Sell	-298,606	Closed	-$18.1M	–	926
2023 Q1	$18.1M	Sell	298,606 -2,180	-0.7%	-$228K	0.04%	257
2022 Q4	$31.4M	Buy	+300,786	New	+$31.1M	0.11%	129
2022 Q2	–	Sell	-190	Closed	-$20K	–	1294
2022 Q1	$20K	Buy	+190	New	+$20.1K	﹤0.01%	1106

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.1% in Q4 2025, buying an estimated $493K and bringing the position to 225,669 shares worth $24.1M. The position accounts for 0.04% of the portfolio, ranked #261.

CIBC Private Wealth Group first reported a position in SUB in Q1 2022 and has held it in 13 quarters since. The position peaked at $35.4M in Q2 2025. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

CIBC Private Wealth Group held 225,669 shares of iShares Short-Term National Muni Bond ETF worth $24.1M as of Q4 2025.
CIBC Private Wealth Group bought 4,622 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $493K.
iShares Short-Term National Muni Bond ETF made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #261 holding.
CIBC Private Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 13 quarters since.
CIBC Private Wealth Group's iShares Short-Term National Muni Bond ETF position peaked at $35.4M in Q2 2025.
865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

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