CIBC Private Wealth Group
TFLR icon

CIBC Private Wealth Group’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

CIBC Private Wealth Group’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.18K Buy
23
+16
+229% +$823 ﹤0.01% 2884
2025
Q3 		$360 Buy
+7
New +$361 ﹤0.01% 2909

Other funds holding TFLR

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

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

CIBC Private Wealth Group increased its T. Rowe Price Floating Rate ETF (TFLR) stake by 229% in Q4 2025, buying an estimated $823 and bringing the position to 23 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

CIBC Private Wealth Group first reported a position in TFLR in Q3 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold TFLR as of Q4 2025.

  • CIBC Private Wealth Group held 23 shares of T. Rowe Price Floating Rate ETF worth $1.18K as of Q4 2025.
  • CIBC Private Wealth Group bought 16 T. Rowe Price Floating Rate ETF shares in Q4 2025, an estimated $823.
  • T. Rowe Price Floating Rate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2884 holding.
  • CIBC Private Wealth Group first reported a position in T. Rowe Price Floating Rate ETF in Q3 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q4 2025.

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