CIBC Private Wealth Group
TFLO icon

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

CIBC Private Wealth Group’s Portfolio TFLO Stock Details TFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$118K Sell
2,336
-186
-7% -$9.39K ﹤0.01% 1434
2025
Q3 		$128K Sell
2,522
-1,154
-31% -$58.3K ﹤0.01% 1382
2025
Q2 		$186K Buy
3,676
+341
+10% +$17.2K ﹤0.01% 1156
2025
Q1 		$168K Sell
3,335
-518
-13% -$26.2K ﹤0.01% 1137
2024
Q4 		$195K Sell
3,853
-72
-2% -$3.64K ﹤0.01% 1167
2024
Q3 		$199K Sell
3,925
-200
-5% -$10.1K ﹤0.01% 1189
2024
Q2 		$208K Sell
4,125
-348
-8% -$17.6K ﹤0.01% 1083
2024
Q1 		$226K Sell
4,473
-5,648
-56% -$286K ﹤0.01% 1071
2023
Q4 		$511K Buy
10,121
+3,765
+59% +$190K ﹤0.01% 795
2023
Q3 		$323K Sell
6,356
-392
-6% -$19.8K ﹤0.01% 864
2023
Q2 		$342K Buy
6,748
+97
+1% +$4.9K ﹤0.01% 753
2023
Q1 		$336K Hold
6,651
– – ﹤0.01% 763
2022
Q4 		$398K Sell
6,651
-50
-0.7% -$2.52K ﹤0.01% 650
2022
Q3 		$338K Buy
6,701
+452
+7% +$22.8K ﹤0.01% 772
2022
Q2 		$315K Buy
6,249
+2,361
+61% +$119K ﹤0.01% 790
2022
Q1 		$196K Buy
+3,888
New +$196K ﹤0.01% 958
2020
Q4 		– Sell
-4,025
Closed -$202K – 1004
2020
Q3 		$202K Buy
+4,025
New +$202K ﹤0.01% 844

Other funds holding TFLO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares Treasury Floating Rate Bond ETF (TFLO) stake by 7.4% in Q4 2025, selling an estimated $9.39K and leaving 2,336 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

CIBC Private Wealth Group first reported a position in TFLO in Q3 2020 and has held it in 17 quarters since. The position peaked at $511K in Q4 2023. 411 funds tracked by Wall St. Rank hold TFLO as of Q4 2025.

  • CIBC Private Wealth Group held 2,336 shares of iShares Treasury Floating Rate Bond ETF worth $118K as of Q4 2025.
  • CIBC Private Wealth Group sold 186 iShares Treasury Floating Rate Bond ETF shares in Q4 2025, an estimated $9.39K.
  • iShares Treasury Floating Rate Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1434 holding.
  • CIBC Private Wealth Group first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • CIBC Private Wealth Group's iShares Treasury Floating Rate Bond ETF position peaked at $511K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2025.

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