CIBC Private Wealth Group
FLGV icon

CIBC Private Wealth Group’s Franklin US Treasury Bond ETF FLGV Stock Holding History

CIBC Private Wealth Group’s Portfolio FLGV Stock Details FLGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.5K Hold
268
– – ﹤0.01% 2601
2025
Q3 		$5.53K Hold
268
– – ﹤0.01% 2540
2025
Q2 		$5.51K Buy
+268
New +$5.46K ﹤0.01% 2431

Other funds holding FLGV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CIBC Private Wealth Group held its Franklin US Treasury Bond ETF (FLGV) position steady in Q4 2025 at 268 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

CIBC Private Wealth Group first reported a position in FLGV in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.53K in Q3 2025. 45 funds tracked by Wall St. Rank hold FLGV as of Q4 2025.

  • CIBC Private Wealth Group held 268 shares of Franklin US Treasury Bond ETF worth $5.5K as of Q4 2025.
  • CIBC Private Wealth Group left its Franklin US Treasury Bond ETF share count unchanged in Q4 2025.
  • Franklin US Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2601 holding.
  • CIBC Private Wealth Group first reported a position in Franklin US Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Franklin US Treasury Bond ETF position peaked at $5.53K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q4 2025.

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