CIBC Private Wealth Group
FLOT icon

CIBC Private Wealth Group’s iShares Floating Rate Bond ETF FLOT Stock Holding History

CIBC Private Wealth Group’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.28M Sell
64,506
-5,636
-8% -$287K 0.01% 493
2025
Q3 		$3.58M Sell
70,142
-58,612
-46% -$2.99M 0.01% 482
2025
Q2 		$6.57M Buy
128,754
+3,501
+3% +$178K 0.01% 394
2025
Q1 		$6.28M Buy
125,253
+12,520
+11% +$638K 0.01% 373
2024
Q4 		$5.74M Buy
112,733
+523
+0.5% +$26.6K 0.01% 399
2024
Q3 		$5.73M Sell
112,210
-6,490
-5% -$331K 0.01% 403
2024
Q2 		$6.04M Buy
118,700
+3,170
+3% +$162K 0.01% 380
2024
Q1 		$5.87M Buy
+115,530
New +$5.88M 0.01% 387

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares Floating Rate Bond ETF (FLOT) stake by 8% in Q4 2025, selling an estimated $287K and leaving 64,506 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #493.

CIBC Private Wealth Group first reported a position in FLOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.57M in Q2 2025. 638 funds tracked by Wall St. Rank hold FLOT as of Q4 2025.

  • CIBC Private Wealth Group held 64,506 shares of iShares Floating Rate Bond ETF worth $3.28M as of Q4 2025.
  • CIBC Private Wealth Group sold 5,636 iShares Floating Rate Bond ETF shares in Q4 2025, an estimated $287K.
  • iShares Floating Rate Bond ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #493 holding.
  • CIBC Private Wealth Group first reported a position in iShares Floating Rate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares Floating Rate Bond ETF position peaked at $6.57M in Q2 2025.
  • 638 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q4 2025.

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