CIBC Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$288K | 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% | +$132K | 0.02% | 325 |
|
|
2024
Q2 | $11.2M | Sell |
107,405
-6,685
| -6% | -$700K | 0.02% | 310 |
|
|
2024
Q1 | $11.9M | Buy |
114,090
+100,744
| +755% | +$10.5M | 0.02% | 310 |
|
|
2023
Q4 | $1.41M | Buy |
13,346
+9,919
| +289% | +$1.05M | ﹤0.01% | 567 |
|
|
2023
Q3 | $353K | Buy |
+3,427
| New | +$353K | ﹤0.01% | 840 |
|
|
2023
Q2 | – | Sell |
-298,606
| Closed | -$18.1M | – | 926 |
|
|
2023
Q1 | $18.1M | Sell |
298,606
-2,180
| -0.7% | -$132K | 0.04% | 257 |
|
|
2022
Q4 | $31.4M | Buy |
+300,786
| New | +$31.4M | 0.11% | 129 |
|
|
2022
Q2 | – | Sell |
-190
| Closed | -$20K | – | 1294 |
|
|
2022
Q1 | $20K | Buy |
+190
| New | +$20K | ﹤0.01% | 1106 |
|